Category Archives: Assets

What’s the Difference between Probate and Non-Probate Assets?

About 7 months ago, I went though the various concerns people confront using joint tenancy with the right of survivorship (JTWROS) as an estate plan. The next step is to demonstrate the issues between probate asset and a non-probate asset. As … Continue reading

Posted in Asset Ownership, Assets, Non-Probate Assets, Probate Assets | Leave a comment

The Fiscal Compromise and Estate Planning

Luckily… It is a few days since the world was allegedly going to end – either on the Mayan Calendar or the Fiscal Cliff Calendar – and we survived. We also got an answer to the question of whether there … Continue reading

Posted in Assets, Estate Planning, Federal Estate Tax, Income Tax, Portability | 1 Comment

The Need for Digital Estate Planning – Part II

Last time, I discussed the importance of planning for a person’s digital estate. I also mentioned the need to plan for your digital assets has only emerged over the last few years.  Unfortunately, that means how digital assets are treated … Continue reading

Posted in Asset Ownership, Assets, Atypical Asset, Digital Assets, Digital Estate Planning | Leave a comment

How to Estate Plan for That Unusual Asset

As most people know, I am a very big NFL football fan. Unfortunately, poor estate planning and NFL football players goes hand-in-hand, as you can read here, here and here. However, even regular fans in the stand, watching the games have estate planning issues … Continue reading

Posted in Assets, Atypical Asset, Estate Planning, Intestate, Season Tickets, Wills | Leave a comment