Estate and Elder Law

Recent Posts

So what if I don’t have a Will or Trust in place…big deal!
Posted on 16 Jun 2011 by Sabrina Winters

By Sabrina Winters Many people assume that when a person passes away, that person's property is automatically transferred to the spouse or "next of kin". I have had some clients even think that the state takes it all! In North Carolina... Read More

Ask Liza: What to Do When One Parent Lacks Capacity
Posted on 26 Feb 2015 by Liza Weiman Hanks

Dear Liza, my parents do not have a living trust in place. I need to help them set one up. My father and mother are 91 and 83 respectively. My father has a form of dementia that prevents him from making decision about his property. My Mother is fully... Read More

Ask Liza: How To Store That Estate Plan
Posted on 27 Feb 2015 by Liza Weiman Hanks

Dear Liza: I’ve just completed my estate planning documents using the latest edition of WillMaker Plus, including the will, health care documents, power of attorney, final arrangements, etc. I think all totaled it comes to over 65 pages. I’d... Read More

Ask Liza: Avoiding a Lump Sum Inheritance
Posted on 26 Feb 2015 by Liza Weiman Hanks

Dear Liza My father wants to leave some of his assets to my brother and sister, however neither of them is particularly adept at handling money and he doesn’t want to hand them a large, lump sum. Can a Will stipulate that they receive payments on... Read More

Attention estates lawyers in CA, CT, FL, MI, NY & OH. Did you know LexisNexis offers fully-automated, state-specific forms, powered by HotDocs®?
Posted on 19 Mar 2010 by LexisNexis Estate and Elder Law Community Staff

CALIFORNIA : California Wills and Trusts Drafting System Now powered by HotDocs®, this easy-to-use software will help you create customized wills, trusts and many other estate-related documents from scratch. Based on the enormously popular... Read More

Ask Liza: Naming a Minor as a Beneficiary of an IRA
Posted on 30 Sep 2014 by Liza Weiman Hanks

By Liza Weiman Hanks | Dear Liza: I want to name my minor grandchildren as beneficiaries of my IRA account. How do I do that? Can I use my Will? It’s a smart idea to name minors as beneficiaries of your IRAs. Since they are young, they’ll... Read More

Ask Liza: Should We Get Married? Estate Planning for Same Sex Couples Now
Posted on 27 Nov 2013 by Liza Weiman Hanks

By Liza Weiman Hanks | Dear Liza: My long term domestic partner of 30 years and I were registered domestic partners for a few years and then she decided she wanted to be totally financially independent of me so we terminated the agreement last year... Read More