Estate Planning News

Most folks are no longer exposed to the federal estate tax, thanks to today's relatively generous $5.25 million exemption.

As Lewis Schiff and Russ Allen Prince chronicle in The Middle-Class Millionaire: The Rise of the New Rich and How They are Changing America , during the past 20 years, a portion of America's middle class has been pulling away from their neighbors by amassing significant wealth.

Lawyers Anthony Traini and Michael Lepizzera traded dozens of emails in the days leading up to their client, Joseph Caramadre, pleading guilty to charges he defrauded terminally-ill people in a multimillion-dollar investment scheme.

As the saying goes, death, like taxes, is one of the few certainties in our world.

Q. I am looking to open a trust fund for an 8-month-old baby boy. I would like him to have something when he gets old enough to retire, but I'm not sure where to start.

The American Bar Association Section of Real Property, Trust and Estate Law will sponsor a CLE entitled, When Good Benes Go Bad or Missing Beneficiary Designation Problems with Qualified Plans and IRAs: How to Identify, Avoid and FixThem , on May 22, 2013.

Editor's note: Attorneys at Goede, Adamczyk & DeBoest, PLLC respond to questions about Florida community association law.

I've never had the pleasure of meeting Marvin Blum. But if I ever do, I'd like to shake his hand.

Q. I am 80, single and in good health. I have $250,000 in an IRA and $250,000 in an annuity.

Riverside estate planning attorney Dennis Sandoval and his geriatric care manager, Diana Ramirez, will be co-presenting "Caring For Your Loved Ones: Important Legal Documents" on May 22, at 10 a.m. The presentations are being co-sponsored by Inland Caregiver Resource Center, Health Essentials, Raincross at Riverside Assisted Living Center and ... (more)

Do you how much media a effort has been devoted to a unearthing what Dzhokhar Tsarnaev apparently thought was his last will and testament? But somehow, the cops held it tight until yesterday.

President Barack Obama's proposed budget plan for 2014 came out in early April, and people are starting to process what it all means.

The State Bar of Texas is presenting the 24th Annual Estate Planning and Probate Drafting Course in Houston, TX on October 24-25, 2013.

No matter what your asset level, no one wants to spend money unnecessarily, including for services thought to be unnecessary.

While only the wealthiest individuals need to invest in "Cadillac" estate planning for the purpose of minimizing estate taxes, many others can benefit from estate planning more on an economy car level.

Spend 10 minutes with Joe Cappucci of West Townsend and it will soon become clear why the Joseph M. Cappucci Insurance Agency has thrived for more than 25 years, in a time when so many other start-up businesses have failed.

"We would not relocate from Johnstown to Saratoga if we didn't think we were going to be hiring," says Mario Papa, managing partner of Hodgson Russ' new Saratoga Springs office.

Between lawyers, accountants, court fees, mediators, psychologists and buying and furnishing a new home, the bills can easily add up when splitting assets and negotiating children.

Angelina Jolie disclosed that she had a double mastectomy and that she would have her ovaries removed to help prevent breast and ovarian cancer that she may be genetically predisposed to in April of 2013.

District judges handle arraignments, fix and accept bail, issue warrants and hold preliminary hearings.