Communication with attorneys is protected by attorney-client privilege, which ensures confidentiality. Most nonlawyers cannot offer the same level of privacy, potentially jeopardizing sensitive information and creating legal risks.
Category Archives: Estate Attorney
As part of the estate planning process, you should discuss with your attorney the role they will play during your lifetime and whether they can also assist your loved ones with estate and trust administration when you pass away.
Unless someone carefully declutters throughout their entire lifetime, it is unlikely that they will die without possessions. What’s more, when someone struggles at the end of their life with an ailment or age-related decline, they may require certain medical items:
In more recent years, states simplify probate procedures. For example, the Uniform Probate Code (UPC) consists of laws written by a group of national experts. As such, it helps to standardize and streamline probate. As a result, most states have adopted these standards. Across state lines, the probate process generally works more effectively.
Between planning, permitting, and construction, the home remodeling process can take months to complete. But even after the finishing touches have been applied, you may still have work to do. If the home is part of an estate plan, a remodel can affect that plan and require changes to it. To keep your estate plan up to date, make sure to discuss a home remodeling project with an attorney.
Although gifts made within three years of your death are generally includible in your estate, an exception exists if a gift tax return was not required to be filed because the value of the gift was less than the annual exclusion amount. Transfers relating to life insurance policies, however, are an exception to this exception.
A last will and testament provides instructions about who should receive a person’s money and property when they die.
Parents of a special needs child could purchase life insurance for a child to benefit family caregivers.
With very few exceptions, state law governs estate administration. So, each state follows unique laws and regulations regarding probate and distribution of a decedent’s assets.
In addition to asset distribution, your executor makes a public notice of your death, files your final taxes, and records your will in probate court.