Estate Planning


Friday, June 24, 2011

Heiress's nurse inherits $30 million — but should she? (msnbc.com)

The wealthy recluse's bequest to her nurse and doctor raises serious ethical questions.

See article by Arthur Caplan, Ph.D., is director of the Center for Bioethics at the University of Pennsylvania at:

http://www.msnbc.msn.com/id/43516963/ns/health-health_care/

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Wednesday, December 15, 2010

Internet Estate Planning Forms

A colleague posted the following response in a professional listserve discussion about how to respond when a client asks about using online estate planning documents instead of hiring an estate planning attorney:

"I have a physician client who asked me to set up a Professional Limited Liability Company for his practice.  At our first appointment, he asked me why could he not just go to the internet and pull up the necessary forms.  I told him he was welcome to do so; just as I could go to the internet, diagnose my medical condition, and then order the prescriptions myself.

He sat down and said, 'OK, where do we start?'"

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Previous Posts

Bill would protect Survivor Benefit Plan for special-needs kids

Amid Squeeze on Home Equity, A Revival for Reverse Mortgages, WSJ

Special Tax Deductions for Special Education

Protecting Your Parents' Money from Fraud

Compare cost of care across the U.S.

Veteran Con Man Back to Swindling Elderly Veterans (SF Weekly News, 6-29-2011)

Heiress's nurse inherits $30 million — but should she? (msnbc.com)

Caregivers can get help for parents who need it (Portland Press Herald, 6-12-2011)

IRS household employee tax guide (IRS Publication 926 for 2011)

Website for "Children of Aging Parents" offers resources

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The Maine Center for Elder Law, LLC, assists clients with Medicaid (MaineCare) Planning, Planning for VA Aid and Attendance Eligibility, Special Needs Planning, Estate Planning, and Probate, Estate & Trust Administration matters in York County, Cumberland County and nearby Maine counties.


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