Estate planning for second marriages (after divorce or death of a first spouse), especially when there are children from prior marriages, is a challenge. One big part of that challenge is planning for the primary residence. Whereas couples married for the first time...
Estate Planning
Estate Planning the Second Time Around
Planning for the traditional nuclear family is straightforward, as the Texas Probate Lawyer so aptly points out. In most situations, the husband and wife want to leave the estate to the surviving spouse, with the assets going to the children after the death of both...
If-Only Estate Planning Story #3: Joint Tenancy With Right of Survivorship Planning May Not Be Good For Children
Cinderella’s real parents were not bad people;they simply failed to properly plan, explains California attorney Ahmed Shakh. And proper planning for stepchildren has to involve estate planning attorneys,Shakh points out. After all, state legislatures and the Federal...
If-Only Estate Planning Story #2: Keeping Mastery of the Kingdom
“King Lear’s tragedy can teach us about estate planning,” observes California attorney Ralph Hughes. The estate planning lesson Hughes suggests we need to keep in mind is simply this: You won’t always be master of your kingdom. But these are your assets. Shouldn’t you...
If-Only Estate Planning Story #1: Where There’s a WIll, There’s Less Need for Litigation
It’s been almost twenty years since attorney Larry Inlow was killed by a helicopter blade, but the disputes about his estate went on for fourteen years, all the way to the Indiana Supreme Court. Anyone who’s put off creating a will needs to hear the Inlow story again....
Post-Death Social Security Benefits
Social Security benefits are typically seen as a source of retirement money for workers, but children, grandchildren, spouses caring for children, and parents of deceased workers may also qualify for Social Security aid, explains Paul Norr, writing in Financial...
Plastic-Bag-and-Sticky-Note Estate Planning
Remember the 50’s song “Only You”? Well, in the estate planning process, there are certain steps that onlyyou can take care of, as we often remind clients of Geyer & Associates. Only you, for example, can create a complete list of everything you own. In fact, as...
When Different Fields of Law Overlap: Tax Law and Estate Planning
“Estate planning overlaps with many other areas of law, making it a field that requires a large breadth of knowledge,” observes Legal Answers Web. Legal Answers names just a few: property law elder law tax law contract law “Tax law and estate planning are remarkably...
When Different Fields of Law Overlap: Indiana Property Division
In our last two articles, we discussed the overlap that can occur between estate planning and family law, talking about two situations that may require us to operate as a team with a family law attorney in order to ensure a successful outcome for our clients:...
When Different Fields of Law Overlap: Grandparents’ Visitation Rights
“There is a great deal of overlap between estate planning and family law,” explains California lawyer Christina McPherson. Why would knowledge of estate planning be important for a divorce lawyer? Once the divorce is done, McPherson point outs, you need to change the...

