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# Lantz Law, Inc.

Estate Planning and Medicaid Attorneys

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## Posts

- [BLOG](https://www.lantzlawinc.com/blog/)
- [Beneficiary Designations (Part III & IV)](https://www.lantzlawinc.com/beneficiary-designations-part-iii-iv/) - Part Three Under the SECURE ACT, a beneficiary typically must take all distributions of an inherited tax-qualified account by the end of the year which includes the 10th anniversary of the original owner’s (called “Participant”) death. However, not all beneficiaries are covered by this requirement of a more rapid distribution. Some beneficiaries are “eligible designated
- [Planning for Step Children](https://www.lantzlawinc.com/planning-step-children/) - If you have married someone and your spouse has children from a different relationship, those are your step-children. Even if you have helped raise the child from a very young age, unless you have adopted the child, they would not be considered your child for inheritance purposes. The implication of this can be significant. Here’s
- [How Often Should You Update Your Estate Plan?](https://www.lantzlawinc.com/update-estate-plan/) - Many people we see have Wills and other legal documents that were prepared in the 1990s. We begin to talk, and they say, "Yes, I have a Will and a Health Care Proxy..." I ask them if anything has changed in their life since then; have there been births or deaths? Any new marriages or
- [Irrevocable Income Only Trusts (IIOTs)](https://www.lantzlawinc.com/irrevocable-income-only-trusts/) - Anyone who has had a loved one in a nursing home knows how costly nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors remaining in a nursing home on a long-term basis will need to apply for Medicaid to cover such costs. However, this can
- [What to Do if You Become Trustee of An Estate?](https://www.lantzlawinc.com/trustee-estate/) - You have just been informed that you were named as the Successor Trustee of someone's estate, and that person is now deceased. You may or may not have known about your nomination for that position. But in any case, what should you do after you have decided to accept an appointment as Successor Trustee?
- [Christmas Poem written by Robby - Age 10](https://www.lantzlawinc.com/christmas-poem-written-robby-age-10/) - Christmas is not about getting presents, not even the tree, it is about the gifts you give to others and the love they receive. The gifts that are true are straight from the heart, whether it is a piece of handmaid art or a lovely bouquet. So never fill your heart up with greed but
- [Will My Retirement Accounts Go Through Probate?](https://www.lantzlawinc.com/retirement-accounts-probate/) - They can – unless you designate your beneficiaries properly... Probate is a legal process that provides for a court to review and validate someone’s will. During the probate process, a deceased individual’s assets are first inventoried, and their heirs are determined – all before any purchases distribute to beneficiaries. Although probate isn’t always necessary, it
- [Fall Summit 2025: Accountability in Action](https://www.lantzlawinc.com/fall-summit-2025-accountability-in-action/) - The best Estate Planners know that staying current on the latest trends and developments is essential to serving their clients with excellence. That’s why the American Academy of Estate Planning Attorneys hosts its semi-annual conference, providing education and learning for and inspiring excellence in its Members.
- [Wills, Trusts, and Understanding Probate [Video]](https://www.lantzlawinc.com/wills-trusts-understanding-probate-video/)
- [Protecting Your Assets - Part 4](https://www.lantzlawinc.com/protecting-assets-part-4/)
- [Lantz Law Response to COVID-19](https://www.lantzlawinc.com/lantz-law-response-covid19-2/) - To Our Valued Clients, Here at Lantz Law Inc., our team is committed to the health and safety of our clients and the well-being of their families. In light of Governor Charlie Baker's recent announcement concerning COVID-19 and the closure of non-essential businesses, we have made the crucial decision to have our staff work remotely
- [What Makes a Will or Trust Invalid](https://www.lantzlawinc.com/what-makes-a-will-or-trust-invalid/) - Clients often worry about the execution of their plan after death. Sometimes, individuals fail to see their complicity in the destruction of their plan. Numerous ways exist to invalidate an Estate Plan. A qualified Estate Planning attorney takes safeguards to protect the plan.
- [Let’s Talk about Trusts…and Taxation](https://www.lantzlawinc.com/lets-talk-about-trustsand-taxation/) - Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise clients. Individual clients need to understand the implications of the plan their attorney suggests in order to properly file their own taxes. Determining whether a trust qualifies as a grantor trust or a nongrantor trust is the first step in determining tax liability for a particular year.
- [Frail Elder Welfare Program](https://www.lantzlawinc.com/frail-elder-welfare-program/) - For those who are elderly and in need of health care and support services, investigate the Frail Elder Waiver (FEW) programs of MassHealth. This program is primarily for those who would receive such services in their home instead of a nursing home, The program is for those whose income is relatively low ($2523 annual for
- [What Everyone Should Know about the New FDIC Regulations](https://www.lantzlawinc.com/what-everyone-should-know-about-the-new-fdic-regulations/) - Although revocable trusts are the centerpiece for many estate plans, many clients are confused by what amount of their deposit accounts are insured by the Federal Deposit Insurance Company. To make the rules easier to apply, the Federal Deposit Insurance Company released new rules with a delayed effective date. These rules build on the current concepts while simplifying their application.
- [State Income Taxation of Social Security Benefits](https://www.lantzlawinc.com/state-income-taxation-of-social-security-benefits/) - The pandemic has had a long-lasting influence on our culture, including encouraging relocation at previously unheard-of levels. Imagine the surprise of a recently relocated retiree who discovers that their previously untaxed Social Security benefits are now included in their taxable income at the state level. Taxation of these benefits could have a serious impact on their lifestyle and may provide a less beneficial financial picture than was first thought. Want to know whether your state taxes Social Security benefits?
- [Double Your Gifting with Spousal Gift-Splitting](https://www.lantzlawinc.com/double-your-gifting-with-spousal-gift-splitting/) - It may be possible to double your gifting by using spousal “gift-splitting.” Spouses may elect to split gifts made to others. If they do so, they must split all the gifts made by the other spouse to others for that year. For example, let’s say John made gifts of $30,000 to each of his five
- [Using Entities in Estate Planning](https://www.lantzlawinc.com/entities-estate-planning/) - More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.
- [You've Been Named The Trustee of Someone Else's Estate: What Now?](https://www.lantzlawinc.com/becoming-the-successor-trustee/) - You've been named Successor Trustee of someone else's estate... …and that person is now deceased. You may or may not have known about your nomination for that position. But in any case, after you have decided to accept appointment as Successor Trustee, what should you do? In most cases, contact an attorney. Unless the trust
- [How Estate Planning Documents Help Prevent Elder Abuse](https://www.lantzlawinc.com/how-estate-planning-documents-help-prevent-elder-abuse/) - As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article explores how a solid estate plan can help protect the elderly from becoming victims. Read on to learn more.
- [Estate Planning Reduces Stress During High Anxiety Times](https://www.lantzlawinc.com/estate-planning-reduces-stress-high-anxiety-times/) - During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times.
- [Fair Isn’t Always Equal and Vice Versa](https://www.lantzlawinc.com/fair-isnt-always-equal-and-vice-versa/) - When you’re deciding how your assets should be divided at death, sometimes dividing them equally is the appropriate choice. But, sometimes it’s not. Fair isn’t always equal or vice versa. Read on to learn more, including how to avoid a challenge if you choose an unequal division among your children.
- [Building Flexibility into Your Plan](https://www.lantzlawinc.com/building-flexibility-plan-2/) - When you prepare your estate plan, typically there are formalities required. In most states, such as Massachusetts, a Will must be signed and notarized by the testator (the person whose property is governed by the Will) and that signature must be witnessed by two people. However, you can build flexibility into your plan. Your Trust
- [Beneficiary Designations (Part I & II)](https://www.lantzlawinc.com/beneficiary-designations-part-1/) - Part I Clients spend lots of time, money, and energy planning how to best leave their estates to their loved ones. Estate Planning attorneys help them by counseling these clients and preparing various documents to meet the goals of the client, such as a Trust or a Will. We point out to our clients the
- [Distributions to Your Beneficiaries](https://www.lantzlawinc.com/distributions-beneficiaries/) - Well, Mom Always Did Like You Better The New York Times posted an article recently titled, “Well, Mom Always Did Like You Better” (Feb. 21, 2021). It is a very interesting commentary recommending, “If you plan to divide your estate unequally, explain the reasons to your children.” The gist of this article is that your
- [Biden Administration Could Reduce Estate Tax Exclusion](https://www.lantzlawinc.com/estate-tax/) - Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more.
- [Joint Tenancy Problems in Estate Planning](https://www.lantzlawinc.com/joint-tenancy-problems-estate-planning/) - Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more.
- [What is a Will, and What Does It Do?](https://www.lantzlawinc.com/what-is-a-will-and-what-does-it-do/) - Almost two-thirds of Americans do not have a will. This was reported recently by AARP. What does this mean – to not have a will? A will means probate court. The more expansive answer may be found in another part of this newsletter in which my colleague Atty. Coleman writes about what probate means. But
- [Dynasty Trusts—What Are They?](https://www.lantzlawinc.com/dynasty-trustswhat/) - What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more.
- [Updating Your Plan: Beneficiary Designations](https://www.lantzlawinc.com/updating-your-plan-beneficiary-designations/) - As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations may control a large part of your assets and it’s important to be sure your plan is coordinated to consider these. This is a bonus part of
- [It’s Better to Give, Especially This Year](https://www.lantzlawinc.com/its-better-to-give-especially-this-year/) - Ordinarily, charitable deductions are only available as an itemized deduction. When you file your federal taxes, you have an option to take itemized deductions or the standard deduction. The standard deduction in 2020 is $12,400 for an individual and $24,800 for a married couple filing jointly. In other words, even if you don’t have any
- [Wills, Trusts, Durable Powers of Attorney for Property, and Health Care Documents are Critically Important for People of all Ages](https://www.lantzlawinc.com/wills-trusts-durable-powers-attorney-property-health-care-powers-attorney-critically-important-people-ages/) - Did you know, if your 18-year-old got into an accident, doctors would not be allowed to release your child’s medical information to you? Did you know that Living Trusts can keep your estate away from probate court? Executing proper documents can make all the difference in the timing and costs that you and your family
- [Medicaid & The Rising Cost of Nursing Homes in Massachusetts](https://www.lantzlawinc.com/medicaid-rising-cost-nursing-homes/) - F. Tenney Lantz is an attorney and a Certified Veterans Specialist for Lantz Law, Inc., in North Dartmouth, MA, specializing in Estate Planning and Medicaid. She has helped many families with protecting their wealth from nursing homes and preserving it for future generations. The work she does comes from a personal place, this is her
- [Give the Gift of Peace of Mind](https://www.lantzlawinc.com/give-gift-peace-mind/) - We have written on this subject before, but it seems critical at this time of year - when both holidays and bad weather are upon us - to raise again the issue of having proper legal documents in place in order to best protect your family. * If you would like to make sure your estate
- [What is "Death Probate'?](https://www.lantzlawinc.com/death-probate/) - What is “probate” and when is it needed? There are various forms of “probate” but this article will be discussing what is commonly referred to as “death probate”, or the process of transferring assets from the deceased person to that person’s beneficiary(ies). We’ll use an example that hopefully will help to make this more clear.
- [Planning from A Distance: Elder Law & Estate Planning](https://www.lantzlawinc.com/planning-distance-elder-law-estate-planning/) - As we have recently seen, the unexpected can happen at any time in our lives. Life is full of uncertainties that seem to sneak up on us when we least expect them. The best we can do during these times is to make sure we are adequately prepared by way of pre-planning. After receiving a
- [Avoiding Family Chaos in the Coronavirus Age](https://www.lantzlawinc.com/avoiding-family-chaos-in-the-coronavirus-age/) - In this era of coronavirus, planning is more important than ever. This article includes a brief story about a couple who didn’t plan and the family discord it enabled. Read on to learn more.
- [The Basics: “HIPAA” Powers](https://www.lantzlawinc.com/basics-hipaa-powers/) - This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney and Advance Directive.
- [Removing Life Insurance Without Triggering the Transfer for Value Rule](https://www.lantzlawinc.com/removing-life-insurance-triggering-transfer-rule/) - Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior article examined the first trap, the three-year lookback of Section 2035. This article will examine how the Transfer for Value rule can make life insurance taxable. Read on to learn more about how to avoid the income taxation of life insurance.
- [Removing Life Insurance from the Taxable Estate](https://www.lantzlawinc.com/removing-life-insurance-taxable-estate/) - Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this.
- [What Are 529 Plans and What Are Their Advantages?](https://www.lantzlawinc.com/529-plans-advantages/) - What are 529 plans? Can they be held in trusts? Read on to learn more about these plans and why to consider them.
- [The Basics: Financial Power of Attorney](https://www.lantzlawinc.com/basics-financial-power-attorney/) - Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care.
- [The Basics: Powers of Attorney for Healthcare](https://www.lantzlawinc.com/basics-powers-attorney-healthcare/) - Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health care. This article concerns the Healthcare Powers of Attorney and Advance Directives.
- [Uncompensated Transfers](https://www.lantzlawinc.com/uncompensated-transfers/) - Medicaid is a state-federal partnership that provides medical benefit assistance to people who qualify, especially those over 65 years of age. However, in order to qualify, you also need to meet certain financial requirements such as asset limits. However, if you have made “uncompensated transfers,” that could lead to a period of disqualification from the program. Read on to learn more.
- [Low-Interest Loans: An Estate Planning Technique](https://www.lantzlawinc.com/low-interest-loans-an-estate-planning-technique/) - The coronavirus has caused upheaval in society and the economy. But, this unique time also opens up opportunities in estate planning. Read on to learn more.
- [Shrunken Asset Values Open Estate Planning Opportunities](https://www.lantzlawinc.com/shrunken-asset-values-open-estate-planning-opportunities/) - COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only has COVID-19 been challenging healthcare systems, but the social distancing required to combat the virus has also rocked financial markets. However, there may be an opportunity for those wishing to do certain types of Estate Planning. Read on to learn more.
- [Irrevocable Medicaid Trusts](https://www.lantzlawinc.com/irrevocable-medicaid-trusts/) - Medicaid is a state-federal partnership that provides medical benefit assistance to certain needy people, especially those over 65 years of age. However, you need to meet financial requirements such as asset limits to qualify. Assets in an irrevocable trust not for your benefit typically don’t count as available. Read on to learn more.
- [Protecting Your Assets - Part 3](https://www.lantzlawinc.com/protecting-assets-part-3/)
- [Office Procedures During COVID-19](https://www.lantzlawinc.com/office-procedures-covid19/) - The Baker-Polito Administration announced its Four-Phase approach to reopening Massachusetts earlier this week, beginning with some limited openings on May 18 and more on May 25. Although Lantz Law, Inc. is recognized as essential, we have mostly been working remotely to help stop the spread of COVID-19 while doing our part to flatten the curve.
- [Protecting Your Assets - Part 2](https://www.lantzlawinc.com/protecting-assets-part-2/)
- [Protecting Your Assets - Part 1](https://www.lantzlawinc.com/protecting-assets-part-1/) - https://youtu.be/cnNicP7rE_8
- [A Gift to Our Community: Complimentary Health Care Documents](https://www.lantzlawinc.com/complimentary-health-care-documents/) - To Our Valued Clients, Prospects, Friends, and Family; With all that is happening in the world today, many of us have had time to think about what is most important to us: the health of our family, friends and loved ones. We realize that there are many risks during this time. At Lantz Law, Inc.,
- [What is a Trust?](https://www.lantzlawinc.com/trust/) - People are rather suspicious of Trusts. The common misconception is that a Trust, or any “estate plan”, is something needed only by the very wealthy. In fact, in Massachusetts particularly, most people and families can benefit greatly from having a Trust. A Trust is simply a document. Some are longer than others and there are
- [What You Should Know About the ABLE Act](https://www.lantzlawinc.com/the-able-act/) - THE ABLE ACT - SECTION 529 DISABILITY SAVINGS PLAN In December 2014, Congress passed, and the President signed into law, the ABLE Act. ABLE stands for Achieving a Better Life Experience and provides for the funding of accounts to assist those persons classified as disabled without disrupting their public benefits. Massachusetts also passed
- [Estate Planning and Divorce](https://www.lantzlawinc.com/estate-planning-divorce/) - In an effort to begin this blog about divorce, a rather dreary subject, on a positive note, you’ll be happy to hear that the Commonwealth of Massachusetts has one of the lowest divorce rates in the nation. Statistics vary depending on the source, but Massachusetts generally falls within the top ten states with the lowest
- [Protect Your Assets From a Nursing Home](https://www.lantzlawinc.com/protect-assets-from-nursing-home/) - Anyone who has had a loved one in a nursing home knows of how incredibly expensive nursing home care can be and how quickly assets can be depleted to cover such expense. Eventually, most seniors remaining in a nursing home on a long term basis will need to apply for Medicaid in order to cover
- [Tenney Lantz attends one of the nation’s premier legal education conferences](https://www.lantzlawinc.com/tenney-lantz-attends-nations-premiere-legal-education-conferences/) - Our attorney, Tenney Lantz, joined by over 100 estate planning law firms from around the country at one of the nation’s premier legal education conferences held in Louisville, KY from April 22-27. The American Academy of Estate Planning Attorneys hosted its 22nd annual Spring Summit, with the theme of “Run Your Own Race, Create a
- [How the NOTICE Act relates to your Medicare coverage](https://www.lantzlawinc.com/notice-act-relates-medicare-coverage/) - The NOTICE Act On July 27, 2015 the United States Congress passed the NOTICE Act, or the Notice of Observation Treatment and Implication for Care Eligibility Act. It will now be presented to the President for his signature. Once signed by the President, hospitals will have twelve months to implement procedures by which to notify patients
- [About the Gift Tax](https://www.lantzlawinc.com/gift-tax/) - The Gift Tax is a federal tax on the transfer of ownership of property at less than fair market value. In other words, if you give something to someone and you do not receive sufficient consideration, or value, in return, you most likely have made a gift. For example, if you were to transfer your
- [Long Term Care Insurance: Is it Worth It?](https://www.lantzlawinc.com/long-term-care-insurance-mass/) - By Atty. Michael P. Coleman of Lantz Law, Inc. Our clients often ask about Long Term Care Insurance. Is it worth it and, if so, why? As with most forms of insurance, the answer to the “is it worth it” question depends largely on whether you ever need it. Is home insurance worth it? Well,
- [Elder Law and Medicaid](https://www.lantzlawinc.com/elder-law-medicaid/) - Elder Law and Medicaid planning are two very relevant topics in today’s society. People are generally living longer than ever before and the percentage of older Americans is increasing. According to the Administration on Aging, the number of people in the United States age sixty five or older will double between the year 2000 and
- [Having 'the talk' with your Heirs this Holiday Season...](https://www.lantzlawinc.com/the-talk-heirs-holiday-season/) - When leaving behind a legacy for children or loved ones, parents hope that it will bring joy to the recipient. Although nothing can mitigate the sorrow after a death occurs, an inheritance can sometimes alleviate financial worries. Of course, it is not just the money that matters. For as many as 74 percent of Americans,
- [A Good Time to Review Your Estate Plan](https://www.lantzlawinc.com/a-good-time-to-review-your-estate-plan/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts It’s winter. Although it’s been fairly gentle thus far, it will likely get worse. This leaves us all with even more time on our hands that would otherwise be spent outside walking, biking, hiking, or doing whatever it
- [Should You Have A Power of Attorney?](https://www.lantzlawinc.com/power-of-attorney/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts What is a “power of attorney”? Simply put, a power of attorney is a document that names a person to make decisions on behalf of another person. There are two kinds of powers of attorney: there are
- [Learning from Famous Estate Plans](https://www.lantzlawinc.com/famous-estate-plans/) - When we hear of the death of a celebrity, rarely do we first ask ourselves, "I wonder if they had an estate plan?" Maybe that's because we assume they had everything lined up perfectly. Surprisingly, many times that is not the case. Here are a few famous estate planning flubs. James Gandolfini, otherwise known as
- [Disinheriting a Family Member in Estate Planning](https://www.lantzlawinc.com/disinheriting-family-member-estate-planning/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts. Is it a coincidence that the word “familiarity” in the saying “familiarity breeds contempt” contains five of the first six letters in the word “family”? Whether the two words derive from a common root or not, I think
- [Do It Yourself Estate Planning: A Cautionary Tale](https://www.lantzlawinc.com/do-it-yourself-estate-planning/) - Would you perform your own operation? A Do it Yourself estate plan is very similar. While it is certainly possible to create your own Will or Living Trust using an online service, software package, or a pre-printed template, using these “Do It Yourself” estate planning options may yield unintended consequences when you pass away. ANN
- [Estate Planning for Unexpected Tragedies](https://www.lantzlawinc.com/southcoast-estate-planning-young-adults/) - Parents know there is no statute-of-limitations on worrying about their kids. Your interest in your child’s health does not end once your son or daughter reaches adulthood. However, your legal interest in having a say about your child’s medical care ends on the day that he or she turns 18. This means that while you
- [Nursing Homes & Medicaid](https://www.lantzlawinc.com/nursing-homes-medicaid/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts. If you’re reading this article, chances are you know why we wrote it. The cost of nursing home care these days is astronomical. Families routinely pay more than $12,000 a month for their loved ones to be cared for
- [6 Life Events That Require an Estate Plan Review](https://www.lantzlawinc.com/6-life-events-require-estate-plan-review/) - Do you have an estate plan? If so, you are doing better than the majority of Americans. However, this is just the first step. Scheduling periodic estate plan reviews with an attorney is important as your life progresses. As a general rule of thumb, we recommend that you schedule a free estate plan review every 3
- [Why Does Probate Take So Long?](https://www.lantzlawinc.com/probate-take-long/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts. One of the things that we do here at Lantz Law is to help clients to avoid assets having to go through the probate process. Probate is the process of re-titling an asset, owned by a
- [IMPORTANT – Medicaid & Special Needs Update!](https://www.lantzlawinc.com/important-medicaid-special-updates/) - Three Recent Developments of Importance to Those With Current or Future Medicaid and/or Special Needs If you or someone you know or love has an older relative or friend facing a nursing home placement or a Special Needs issue, there are three recent developments that you should know about and pay attention to. All three
- [Discussing the Plan with the Kids](https://www.lantzlawinc.com/discussing-plan-kids/) - It is very difficult to answer the question of whether parents should discuss their estate plan with their children. When asked this question, my general answer is that it’s up to the client, but that the client should at least let the children know that they have made a plan and provide them with the
- [Digital Asset Planning](https://www.lantzlawinc.com/digital-asset-planning/) - Do you know RUFADAA? Whether you know it or not, you’re living in the time of RUFADAA, also known as the Revised Uniform Fiduciary Access to Digital Assets Act. These days, nearly everyone has digital assets, which can be as simple as a Facebook account or as complicated as an investment account that exists only
- [Consider a Generation-Skipping Trust](https://www.lantzlawinc.com/generationskipping-trust/) - Massachusetts is one of the states in the United States that has an estate tax. The tax kicks in at $1 million, meaning if an estate has assets over that threshold there may be a tax, depending on a multitude of circumstances. While that may sound like a lot of money, don’t forget that an
- [Passing On Personal Property](https://www.lantzlawinc.com/passing-personal-property/) - Personal property items, such as jewelry, furniture, tools, or railroad cars, are often overlooked in the estate planning context. People tend to focus on real estate and financial assets, but the truth is that personal items may have the most sentimental value to heirs. This could be an item like a necklace that has been
- [Can You Modify an Irrevocable Trust?](https://www.lantzlawinc.com/change-irrevocable-trust/) - Irrevocable trusts are sometimes used for certain kinds of asset protection. As the name suggests, these trusts are irrevocable and, for the most part, cannot be amended or revoked. Funding such a trust involves a detailed conversation with the client about the client’s rights with respect to the trust once it is funded. So, in
- [What a Will Can Do for You](https://www.lantzlawinc.com/what-a-will-can-do-for-you/) - Why you need a Will (at least). I often tell my clients that the necessity of estate planning is not truly apparent until a person dies without a plan. This leaves children and other loved ones in the position of figuring out how to get things sorted. Executing a will can clarify who you want
- [The Perfect Estate Plan](https://www.lantzlawinc.com/the-perfect-estate-plan/) - Estate planning is an important matter. Unfortunately, the importance of proper planning is highlighted most when someone passes away without any plan, leaving relatives or friends to figure things out. This does not mean, however, that estate planning should be delayed in an attempt to formulate the “perfect” plan. Let’s look at some issues that
- [Domain Listings Scam Targeting Small Businesses](https://www.lantzlawinc.com/domain-listings-scam/) - Important Information for Small Business Owners! Beware of the Domain Listings Scam letter! There is a scam going around, targeting small businesses. We recently received a letter from a company called Domain Listings, claiming to be a website listing service. They sent what at first glance, looks like an overdue bill for website or domain
- [The American Academy of Estate Planning Attorneys](https://www.lantzlawinc.com/american-academy/) - The American Academy of Estate Planning Attorneys or AAEPA is an exclusive network for estate planning attorneys. Since its start in 1993, it has become the leading organization in the nation for promoting top results in the field of estate planning. The Academy provides members with tools, skills and support and has been recommended by
- [Year End Estate Planning Checklist](https://www.lantzlawinc.com/year-end-estate-planning-checklist/) - Massive amounts of money have been lost due to poor Estate Planning and out of date documents. With the end of the year around the corner and with the holiday season in full effect, Estate Planning is probably not a top priority for you right now. Understandably, many of us look for any reason to
- [January Is Tax Abatement Month](https://www.lantzlawinc.com/january-tax-abatement-month/) - January is a month for new beginnings – a fresh start. And a time to consider whether you are entitled to a tax abatement of your real estate taxes! During the month of January, communities in Massachusetts send out final tax bills for the fiscal year. I received mine on January 2nd, and it includes
- [Why You Should Hire an Attorney for Medicaid Planning](https://www.lantzlawinc.com/hire-attorney-medicaid-planning/) - When we refer to “Medicaid” we are referring to a situation in which someone is in a nursing home and has spent all their money and needs to apply for financial assistance to pay for the nursing home stay. Medicaid is the federal program that will pay for long-term nursing home care if someone qualifies
- [Medicare and Medicaid](https://www.lantzlawinc.com/medicare-vs-medicaid/) - There is often confusion about the difference between Medicare and Medicaid. Our clients sometimes get confused when we are discussing Medicaid coverage for nursing home care. When explaining the application process for Medicaid benefits, they will often interject that they “already have Medicare”. Medicare and Medicaid are two different programs established for different purposes. Let’s
- [The Impact of Dying Without an Estate Plan](https://www.lantzlawinc.com/impact-dying-without-estate-plan/) - Most of us expect that tomorrow will be another day like any other. But, as Euripides said, “no one can confidently say that he will still be living tomorrow.” In fact thousands of people die in the United States every single day. Some of them die of long-term illnesses. But, many of them die unexpectedly
- [Caution! Is DIY Estate Planning Worth It?](https://www.lantzlawinc.com/caution-diy-estate-planning-worth/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, MA. You know what they say…if you read it on the Internet, it must be true. (Are you reading this on the Internet?) What is true is that a medium by which anyone and everyone can share their views on
- [Why You Need to Update Your Will and Trust Over Time](https://www.lantzlawinc.com/need-update-will-trust-time/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts. As has been said many times in the past, the only constant in life is change. This is especially true when it comes to family and extended family. We believe that everyone should have an estate plan
- [It’s Almost April, Let’s Talk Taxes.](https://www.lantzlawinc.com/almost-april-lets-talk-taxes/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts. As estate planning attorneys, we have to acknowledge and manage tax exposure for our clients. This article will provide a brief discussion of estate, gift, and capital gains taxes and how exposure to each can be managed with proper
- [End of Year Planning](https://www.lantzlawinc.com/year-planning/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts The end of 2015 is approaching and there are some things to consider when it comes to your finances and estate planning. Taking action now could make a big impact in the year to come. As we
- [The Important Questions to Ask Your Elder Law Attorney](https://www.lantzlawinc.com/important-questions-elder-law-attorney/) - If you’re going to spend your hard earned money to create an estate plan, you should probably get to know your attorney. In fact, it’s likely you wouldn’t pay an attorney any money if you weren’t comfortable with him or her. At Lantz Law, our initial estate planning consultations are free, so this is your
- [4 Questions to Ask Your Spouse Today](https://www.lantzlawinc.com/4-questions-spouse-today/) - Sometimes the worst decisions are the ones we make when we are caught off guard. Making a great decision is much easier when you take time to figure out the best way to handle potentially stressful situations before they might occur. Having these discussions with your spouse today can help put plans in place where
- [A loved one passes in Massachusetts - what now?](https://www.lantzlawinc.com/loved-passes-massachusetts/) - By Michael P. Coleman, estate planning and elder law attorney of Lantz Law Inc of Dartmouth, Massachusetts A loved one has recently passed – what now? In addition to coping with the emotional impact of a loved one’s passing, there can also be practical realities that need to be addressed. But the
- [The Family Home: How To Keep It In The Family](https://www.lantzlawinc.com/protect-family-home-medicaid/) - (This article, featuring attorneys Tenney Lantz and Michael P. Coleman, appeared in The Standard Times 50 PLUS! Magazine) The Family Home: How to Keep it in the Family By Erin C. Healy When you delve into estate planning issues, you’ll hear a familiar refrain. At the end of life, the poor will be
- [The ABC's (and D) of Medicare Open Enrollment](https://www.lantzlawinc.com/abcs-medicare-open-enrollment/) - The ABC’s (and D) of Medicare Open Enrollment For many seniors, trying to figure out Medicare is like learning your ABC’s all over again. If you’re about to receive Medicare for the first time, or currently receive it and are looking to change your plan; here is some important information you should know about the
- [What if you die without a Will in Massachusetts?](https://www.lantzlawinc.com/will-in-southcoast-massachusetts/) - Southcoast Estate Planning and Elder Law News: What if you die without a Will in Massachusetts? If you should pass away without a Will, or some other estate planning documents, what happens to your property? Let’s say you own a house in your name alone. Your spouse has passed away and you have no living
- [Estate Planning for Unique Families](https://www.lantzlawinc.com/estate-planning-unique-families/) - “Blended” families are a more common occurrence in recent times. According to one source, more than forty percent of marriages in this country end in divorce. This is always a point of concern in the estate planning context. Lack of planning, or improper planning, can result in inheritance by unintended heirs or, maybe even worse,
- [The Importance of Having Proper Legal Documents](https://www.lantzlawinc.com/proper-legal-documents/) - We have written on this subject before, but it seems critical at this time of year – when both holidays and bad weather are upon us – to raise again the issue of having proper legal documents in place in order to best protect your family. Statistics tell us that only about one third
- [Medicare Open Enrollment](https://www.lantzlawinc.com/medicare-federal-health-open-enrollment/) - Medicare, the federal health insurance program for people sixty-five years old and older, and certain other defined classes, provides medical coverage for millions of Americans. The program is split into various “parts”, with Part A providing coverage for hospital stays and other care services, Part B providing coverage for doctor’s services, and Part D providing
- [What Are the New VA Rules?](https://www.lantzlawinc.com/va-rules/) - Effective Oct. 18, 2018, new regulations govern the VA pension benefit program, especially important for those veterans and/or their spouses who want to qualify for Aid & Attendance pensions. The maximum monthly benefit available under Aid & Attendance is $2,169. However, the following new rules apply. The new asset and annual income maximum to qualify is
- [Basics of Estate Planning: Estate Planning for Major Life Events](https://www.lantzlawinc.com/basics-estate-planning-estate-planning-major-life-events/) - An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at various stages. It also looks at the various documents which the attorney might prepare as they counsel the client.
- [Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)](https://www.lantzlawinc.com/basics-estate-planning-choosing-roth-traditional-ira-401k/) - Roth and Traditional accounts each have their merits. This blog examines the differences between the two.
- [Basics of Estate Planning: Asset Protection](https://www.lantzlawinc.com/basics-estate-planning-asset-protection/) - This examines the basics of asset protection. It includes some specific strategies to reduce asset protection risk.
- [Basics of Estate Planning: Powers of Appointment – Part 2](https://www.lantzlawinc.com/basics-estate-planning-powers-appointment-part-2/) - Trusts can be very flexible instruments. One of the ways to add flexibility is by using powers of appointment. This article will examine the different types of powers of appointment and how that can impact taxation.
- [The Season of Giving](https://www.lantzlawinc.com/season-giving/) - It’s the time of year when everyone is thinking about giving. Whether it be gifts to loved ones or charity, gifting is as important a part of this holiday season as is receiving gifts. In light of this, we thought we’d discuss gifting in the estate planning context. One area in which gifting can
- [A Tale of Two Families](https://www.lantzlawinc.com/1328-2/) - A Tale of Two Families It’s difficult to understand the concept of estate planning in the abstract. Which is why, at our seminars, we use a family, the Jones, to put estate planning into some context. In this article we will follow two families, the Smiths and the Johnsons, to see how estate planning,
- [Why You Need a Medicaid Attorney](https://www.lantzlawinc.com/medicaid-attorney/) - Medicaid is an incredibly complicated program with provisions that render even the most experienced attorneys perplexed. The bottom line is this: Medicaid exists to provide funding for long term care, most of the time nursing home care, to those unable to pay for themselves. The complications arise when attempting to qualify for receipt of Medicaid
- [A Special Option for Special Children](https://www.lantzlawinc.com/special-option-special-children/) - When planning for children with special needs, it takes special care to preserve their eligibility for public benefits. An ABLE account is a new way to preserve eligibility while gaining tax advantages. Read on to learn more about this new tool in planning for those who were disabled by age 26.
- [The Truth About Incapacity and Estate Planning](https://www.lantzlawinc.com/truth-incapacity-estate-planning/) - People tend to think that estate planning is strictly for what happens after someone passes away. This is not the case. In fact, failing to plan for life events can be more costly than failing to plan for what happens after death. There are relatively simple steps that can be taken to avoid a costly,
- [Top 10 Reasons Why Your Estate Plan Needs Your Attention Now!](https://www.lantzlawinc.com/top-10-reasons-estate-plan-needs-attention-now/) - Estate planning isn’t meant to be a “one and done” type of project. Estate planning reflects the totality of a person’s life, and therefore it should reflect changes that occur in our lives. Not only is a periodic review necessary, it also provides peace of mind in knowing your family’s needs are covered today in
- [Heirlooms in Estate Planning](https://www.lantzlawinc.com/heirlooms-estate-planning/) - Heirlooms, such as jewelry or antiques, can often be more valuable to families than money or other assets. There can be very special sentimental value attached to something passed down over generations. So, not surprisingly, when such valuable property is left in an estate with no indication by the former owner as to who should
- [Basics of Estate Planning: Advising Clients on Selecting Fiduciaries](https://www.lantzlawinc.com/basics-estate-planning-advising-clients-selecting-fiduciaries/) - Choosing a Trustee or other fiduciary is one of the most important decisions. Here is a list of various fiduciaries and why the selection is so important.
- [Estate Planning Mistakes](https://www.lantzlawinc.com/estate-planning-mistakes/) - Estate planning can be very complicated. We often see stories in the news of celebrities who have passed away and, despite their wealth and access to legal counsel, have made estate planning blunders. James Gandolfini, the actor who played Tony Soprano on The Sopranos, passed away in 2013 with an estimated $70 million estate. One
- [Inpatient v. Observation Status and Medicare Coverage](https://www.lantzlawinc.com/inpatient-observation-status-medicare-coverage/) - If you have ever attended one of our seminars, you heard us speak of the difference between being “admitted” to a hospital as opposed to just being there “under observation”. This discussion arises in the Medicare context for a very important reason. As things currently stand, if a person is ill or injured and winds
- [Estate Planning v. Asset Protection](https://www.lantzlawinc.com/estate-planning-asset-protection/) - Our clients sometimes get confused when we make a distinction between estate planning and asset protection. Of course, the confusion is not entirely misplaced because estate planning often involves strategies to protect assets in the face of unfortunate life events, such as a divorce or a lawsuit. When we refer to asset protection as a
- [Special Needs Fairness Act Becomes Law](https://www.lantzlawinc.com/special-fairness-act-law/) - In December, 2016, Congress passed and President Obama signed the Special Needs Fairness Act. Why is this such a big deal? Anyone who has special needs or who knows someone with special needs will understand how important it is for that recipient to keep his or her government benefits. Special needs individuals are usually totally
- [Basic Estate Planning Terms](https://www.lantzlawinc.com/estate-planning-basic-terms/) - Estate planning is a complicated subject. People tend to avoid it partly because of a lack of understanding. In an effort to help everyone understand estate planning a little bit better, we decided to write about some basic estate planning terms that are sometimes misunderstood. Will – a Will is a document that sets forth
- [New Year’s Resolution Checklist](https://www.lantzlawinc.com/years-resolution-checklist/) - Make a New Year’s resolution to review your finances to assure your estate plan is in good shape. 1. Beneficiary Designations. Make sure the beneficiary designations of IRAs, 401-Ks, and life insurance policies are up-to-date and coordinated with the estate plan. Often, when a spouse dies, the beneficiary designations for the surviving spouse are not
- [When Roles Reverse and Your Parents Need Your Help](https://www.lantzlawinc.com/roles-reverse-parents/) - Thanks to advances in medicine and science, as well as an overall better quality of life, Americans at the beginning of the 21st century have an average life expectancy of almost double what they had at the beginning of the previous century. Despite this, the natural aging process has not changed significantly during the last
- [Crucial Conversations About Estate Planning](https://www.lantzlawinc.com/crucial-conversations-about-estate-planning/) - It’s an unfortunate fact that any estate planning attorney must deal with: people generally do not want to talk about planning with regard to their estates. In many peoples’ minds, estate planning is linked to their own death, which, understandably, is an unpleasant subject to ponder. Nevertheless, as with most things in life, ignoring it
- [Will Loved Ones Have to Pay Inheritance Tax?](https://www.lantzlawinc.com/will-loved-ones-pay-inheritance-tax/) - There’s a very simple answer to this question: No. In Massachusetts, there is no such thing as an “inheritance tax”. This means that those who receive an inheritance do not have to pay tax based on what they’ve received. If you think about the various kinds of tax imposed by the government, it’s somewhat logical
- [Why You Need an Estate Planning Attorney](https://www.lantzlawinc.com/estate-planning-attorney/) - It’s funny, but people seem to put quite a bit of trust in their neighbor or bingo partner when it comes to estate planning advice. A conversation over the fence about a family member who needed nursing home care leads to dubious stares when conflicting advice comes from an attorney. Maybe it’s a trust issue
- [Alzheimer’s Disease Claims the Life of  Gene Wilder](https://www.lantzlawinc.com/alzheimers-disease-claims-life-gene-wilder/) - Fans of Young Frankenstein, Blazing Saddles, The Producers, and Willy Wonka were saddened by the death of Gene Wilder. Unlike others who die from Alzheimer’s disease, the comedian’s death was attributable entirely to this deadly disease. The fact is that Alzheimer’s disease is the real cause of death of millions of people, causing a slow
- [Handling a Trust when a Spouse Passes Away](https://www.lantzlawinc.com/handling-trust-spouse-passes-away/) - Probably the last thing on someone’s mind when they’ve lost a spouse is what to do with their trust. When we receive the unfortunate call that a spouse has died, we always advise clients that it’s most important for them to take time to grieve and that matters related to the trust can wait. It
- [Who Handles the Finances in Your Family?](https://www.lantzlawinc.com/handles-finances-family/) - Often a couple may divide up everyday chores. One person may take care of the “indoor chores,” like cooking and cleaning, while the other person may do “outdoor chores,” like mowing the lawn, raking the leaves, or shoveling snow. One person may purchase holiday and birthday gifts while the other person may pay the bills
- [Choosing a Guardian & Conservator for your child](https://www.lantzlawinc.com/choosing-guardian-conservator-child/) - It’s hard to believe, but it’s been more than seven years since Michael Jackson passed away. As recently as 2014, there continued to be court filings relating to guardianship of his three children, Prince, Paris, and Blanket. This is true despite the fact that he had a will specifically naming a guardian for his children.

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- [Estate and Gift Tax Figures](https://www.lantzlawinc.com/estate-and-gift-tax-figures/) - FEDERAL Estate and Gift Tax Applicable Exclusion: The amount that can be passed free of federal tax. Whatever amount is used during lifetime is no longer available for use to pass assets at death. The Estate and Gift Tax Applicable Exclusion is currently $15 million. Annual Gift Tax Exclusion: The amount that can be given
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- [Estate Planning Services](https://www.lantzlawinc.com/estate-planning-services/) - Estate planning is the creation of a definite plan for managing your wealth while you’re alive and distributing it after your death. These assets may be owned by you separately or jointly with others. Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is
- [Asset Protection & Business Planning](https://www.lantzlawinc.com/asset-protection-business-planning/) - As more Americans become entrepreneurs, they discover that wise business planning is essential to their success today and their financial security tomorrow. Our law firm can help you achieve your goals, whether your business is a one-person operation or one striving for a place on the Fortune 500 list. Buy-Sell Agreements Creating a Buy-Sell agreement
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- [About Our Firm](https://www.lantzlawinc.com/our-firm/about-our-firm/) - Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, you'll feel confident discussing such crucial topics concerning both you and your family. Our team will arm you with the information you need to make
- [Special Needs Planning](https://www.lantzlawinc.com/planning-for-those-with-special-needs/) - Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special
- [Attorney Profiles](https://www.lantzlawinc.com/our-firm/attorney-and-staff-profiles/) - Meet Our Attorneys: Attorney, F. Tenney Lantz F. Tenney Lantz is an attorney with Lantz Law, Inc. She is admitted to practice before all courts in the Commonwealth of Massachusetts and is a member of the Massachusetts Bar Association. Ms. Lantz focuses her practice on Medicaid planning, as well as the Medicaid application process.
- [Disclaimer](https://www.lantzlawinc.com/generic/disclaimer/) - Thank you for visiting the website. Our website exists for informational purposes only and is not intended to be advertising, solicitation or legal advice. Despite our attempts to keep information on our web site current, the contents may not reflect the most recent legal changes. Moreover, given the complexity of estate planning,
- [Special Needs Planning](https://www.lantzlawinc.com/special-needs-planning/) - Families who have a family member with a disability must plan for the future very carefully. How assets are left after your death can have a tremendous impact on the quality of life for that person. In the past, a Will may have been enough, but times have changed. To protect a person with special
- [Consumer Resources](https://www.lantzlawinc.com/resources/consumer-resources/) - If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in the manner you've chosen. You can rest assured that your family won't have to endure the public process and costly matter of probate. The government won't be
- [Contact Us](https://www.lantzlawinc.com/contact-us/) - How did you hear about us?An Email I ReceivedBlog / FacebookInternet / Search EngineLanding Pages - Estate PlanningRadio and TVLink from another web siteMailing / PostcardNewsletterNewspaperOtherReferral Privacy Policy Our law firm collects personal information only when you submit it to us. If you decide to submit such personal information, we or an external service provider
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- [Bereavement Resources](https://www.lantzlawinc.com/services/trust-administration-probate/bereavement-resources/) - Center for Loss & Life Transition The Center for Loss of Life Transition is dedicated to furthering their understanding of -and compassion for- the complex set of emotions called grief. Their mission is to help both the bereaved, by walking with them in their unique life journeys, and bereavement caregivers, by serving as their educational
- [Newsletters](https://www.lantzlawinc.com/newsletters/) - Our Monthly Newsletter Includes: Important Law Updates Upcoming Workshops Blogs Tenney's Recipes And More! To subscribe to our e-newsletter, e-mail info@lantzlawinc.com
- [LGBTQ Estate Planning Frequently Asked Questions](https://www.lantzlawinc.com/services/lgbt-community/lgbt-estate-planning-frequently-asked-questions/) - LGBTQ Estate Planning Frequently Asked Questions For current Estate and Gift tax figures, click here. Does domestic partnership or civil union provide all the benefits of marriage? I’m married, why do I need to plan? Can my spouse or partner handle my financial affairs if I am incapacitated? Can my spouse or partner make medical
- [DocuBank](https://www.lantzlawinc.com/our-firm/docubank/) - Control Your Health Care A complete estate plan includes advance directives. These are documents that put you in control of your health care, even if you are unable to speak for yourself. They let you choose who should make medical decisions for you and the types of treatments you do and don’t want. Protect You
- [Definitions](https://www.lantzlawinc.com/definitions/)
- [LGBTQ Resources](https://www.lantzlawinc.com/services/lgbt-community/lgbt-resources/) - SAGE SAGE is the country’s largest and oldest organization dedicated to improving the lives of LGBT older people. Founded in 1978 and headquartered in New York City, SAGE is a national organization that offers supportive services and consumer resources to LGBT older people and their caregivers. The National Resource Center on LGBT Aging The National
- [Incapacity Planning](https://www.lantzlawinc.com/services/incapacity-planning/) - Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself. The type of care could range from simple tasks like buying groceries, paying bills, and handling financial matters to more important decisions such as selling real estate, gifting assets
- [Top 10 Estate and Legacy Planning Techniques](https://www.lantzlawinc.com/services/legacy-planning/top-10-estate-and-legacy-planning-techniques/) - Revocable Living Trust: A device used to avoid probate and provide management of your property, both during life and after death. Property Power of Attorney: Instrument used to allow an agent you name to manage your property. Health Care Power of Attorney: Instrument used to allow a person you name to make health care decisions
- [Top 10 Estate Planning Techniques](https://www.lantzlawinc.com/estate-planning-services/top-10-estate-planning-techniques/) - Revocable Living Trust: A device used to avoid probate and provide management of your property, both during life and after death. Property Power of Attorney: Instrument used to allow an agent you name to manage your property. Health Care Power of Attorney: Instrument used to allow a person you name to make health care decisions
- [Legacy Wealth Planning FAQ's](https://www.lantzlawinc.com/services/legacy-planning/legacy-wealth-planning-faqs/) - What is Legacy Wealth Planning? What is "traditional" estate planning? Why do I need an estate plan? What is the difference between "traditional" estate planning and Legacy Wealth Planning? If I don't create an estate plan, won't the government provide one for me?What is a Family Wealth Trust?What's the difference between having a Will and
- [Legacy Planning](https://www.lantzlawinc.com/services/legacy-planning/) - The best things in life aren’t things. Such a simple statement, but it holds so much meaning and intent. We know there is value in our financial assets, but more importantly, there is even greater value in our family treasures like family history, morals, beliefs and heirlooms. These treasured assets are the ones that are
- [LGBTQ Estate Planning](https://www.lantzlawinc.com/services/lgbt-community/) - LGBTQ Estate Planning Estate planning is critical for everyone: single, married, straight and LGBTQ. However, for the LGBTQ community, estate planning provides protections to help guard against discrimination when people are reluctant to recognize your relationship, even if you are married. In many states, if a member of the LGBTQ community fails to plan properly,
- [Family-Owned Businesses & Farms](https://www.lantzlawinc.com/services/estate-planning-for-family-owned-businesses-farmers-and-ranchers/) - Family business owners, farmers, ranchers and landowners face unique challenges surrounding how to preserve the family business or farm—a symbol of their heritage. Sadly, over 70 percent of all family businesses don’t survive the transition to the next generation. Estate taxes play a significant role in that problem. However, estate taxes aren’t the only costs
- [What is Legacy Planning?](https://www.lantzlawinc.com/services/legacy-planning/what-is-legacy-planning/) - Our law firm has been helping families plan for both their financial wealth and their treasured wealth for many years. We believe that traditional estate planning has been failing American families. Traditional “bare bones” estate plans have only focused on distributing financial wealth and have done little to secure the future families intend when planning
- [Financial Planning Assistance](https://www.lantzlawinc.com/services/financial-planning-assistance/) - Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital. We offer FREE estate and financial plan reviews. During these complimentary reviews we will: Discuss your family situation to ensure that the terms of your
- [SECURE Act](https://www.lantzlawinc.com/services/secure-act/) - The SECURE Act has passed! We believe some clients will be impacted in one of these three ways. Download our free report on Estate Planning with IRAs to read more. 1. The Required Minimum Distribution (RMD) Age was increased from 70 ½ to 72. This is a positive change and will benefit you if you
- [Special Needs Resources](https://www.lantzlawinc.com/planning-for-those-with-special-needs-2/special-needs-resources/) - American Foundation for the Blind The American Foundation for the Blind (AFB) is a national nonprofit that expands possibilities for people with vision loss. AFB's priorities include broadening access to technology, elevating the quality of information and tools for the professionals who serve people with vision loss, and promoting independent and healthy living for people
- [Published Book](https://www.lantzlawinc.com/our-firm/books-published-by/total-wealth-management-definitive-guide-estate-financial-planning/) - Total Wealth Management: The Definitive Guide to Estate and Financial Planning Co-Authored by Attorney: Katherine T. Lantz Free Preview This book is a first; financial and estate planning in one easy-to-understand text from top experts in the field, collaborating to provide you with powerful knowledge that can benefit you immediately.The book’s 22 chapters begin
- [Elder Law Reports](https://www.lantzlawinc.com/resources/elder-law-reports/)
- [Elder Law Resources](https://www.lantzlawinc.com/services/elder-law-medicaid-services/elder-law-resources/) - Administration on Aging This site includes information and resources designed for older Americans and their families as well as those concerned about providing opportunities and services to enrich the lives of older people and support their independence. ALS Association The ALS Association (ALSA) is the only national not-for-profit voluntary health organization dedicated solely to the
- [Elder Law & Medicaid Services](https://www.lantzlawinc.com/services/elder-law-medicaid-services/) - Confused about Medicaid? You're not alone! The complexity surrounding this constantly changing area of the law can sometimes feel overwhelming... it doesn't need to be. Caring for the elderly and ensuring their assets are protected are some of the primary services offered by our law firm. What is Elder Law? Elder Law involves planning for
- [Legacy Planning Definitions](https://www.lantzlawinc.com/services/legacy-planning/estate-planning-definitions/) - For current Estate and Gift tax figures, click here. Annual Gift Tax Exclusion: Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion. Children's or Grandchildren's Irrevocable Education Trust: A Trust used by parents and grandparents for a child's or grandchild's education. Charitable Remainder Interest Trust: A trust whereby
- [Estate Planning & Related Forms](https://www.lantzlawinc.com/estate-planning-services/estate-planning-related-forms/) - These forms are meant for your records or to aide you in maintaining your records - we have made these available in both Adobe's Portable Document Format (PDF) as well as Microsoft Word documents (DOC). Forms available for download : Client Asset Information Form Anatomical Gift Form (PDF) Anatomical Gift Form (Microsoft Word) Location of
- [Elder Law](https://www.lantzlawinc.com/elder-law/)
- [Trust Administration & Probate](https://www.lantzlawinc.com/services/trust-administration-probate/) - If your family has experienced the loss of a family member, our law firm can assist you with the legal process that occurs when a loved one passes away. Our law firm strongly believes that a wisely drafted, carefully executed estate plan is the critical component of a family's wealth management. Our firm's guiding principle
- [Sitemap](https://www.lantzlawinc.com/sitemap/)
- [Reports](https://www.lantzlawinc.com/reports/) - Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it. FREE ACCESS TO OUR SPECIAL REPORTS These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more
- [Unsubscribe](https://www.lantzlawinc.com/unsubscribe/) - Thank you. You have been unsubscribed from our email list.
- [Trust Administration & Probate Frequently Asked Questions](https://www.lantzlawinc.com/services/trust-administration-probate/trust-administration-probate-frequently-asked-questions/) - For current Estate and Gift tax figures, click here. What is Probate? Does the Probate process take a long time? What is Probate Court? Does the Trust Administration process take a long time? I thought that a living trust avoids probate and attorney fees. Why do I have to pay more fees? Can I pick
- [How the New Estate Tax Exclusion Affects Your Estate Plan](https://www.lantzlawinc.com/services/how-the-new-estate-tax-exclusion-affects-your-estate-plan/) - In 2001, Congress passed a law that made big changes to the estate tax. It raised the amount that could pass without tax, increasing it in steps from $675,000 in 2001, to $3.5 million in 2009. Then, in 2010, the estate tax was repealed for one year only-2010. The same law also said that the
- [Personal Injury](https://www.lantzlawinc.com/services/personal-injury/) - Personal Injury
- [Pet Planning](https://www.lantzlawinc.com/services/pet-planning/) - What Will Happen to Your Pet When You're No Longer Around? When it comes to protecting your pet, no one does it better than you do. You love them... You feed them... You make sure they have everything they need to live a happy, healthy life. But what would happen if you were no longer
- [Things You Need To Do When a Loved One Passes Away With a Trust](https://www.lantzlawinc.com/services/trust-administration-probate/things-you-need-to-do-when-a-loved-one-passes-away-with-a-trust/) - Upon the death of a loved one, great emotional sadness sets in as family and friends support each other during this time of loss. After finding a firm emotional foundation, it is time to address the task of administering the estate set up by the deceased. Included below is a brief list of the actions
- [Sample Page](https://www.lantzlawinc.com/sample-page/)
- [Things You Need To Do When a Loved One Passes Away With a Will](https://www.lantzlawinc.com/services/trust-administration-probate/things-you-need-to-do-when-a-loved-one-passes-away-with-a-will/) - Upon the death of a loved one, great emotional sadness sets in as family and friends support each other during this time of loss. After finding a firm emotional foundation, it is time to address the task of administering the estate set up by the deceased. Included below is a brief list of the actions
- [The Mourner's Bill of Rights](https://www.lantzlawinc.com/services/trust-administration-probate/the-mourners-bill-of-rights/) - By Alan D. Wolfelt, Ph.D.You have the right to experience your own unique grief. No one else will grieve in exactly the same way you do. So, when you turn to others for help, don't allow them to tell you what you should or should not be feeling.You have the right to talk about your
- [Estate Planning Definitions](https://www.lantzlawinc.com/estate-planning-services/estate-planning-definitions/) - For current Estate and Gift tax figures, click here. Annual Gift Tax Exclusion: Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion. Children's or Grandchildren's Irrevocable Education Trust: A Trust used by parents and grandparents for a child's or grandchild's education. Charitable Remainder Interest Trust: A trust
- [How to Know if You Need Extra Help With Your Grieving](https://www.lantzlawinc.com/services/trust-administration-probate/how-to-know-if-you-need-extra-help-with-your-grieving/) - By Mary Ann and James P. EmswilerAre you always irritable, annoyed, intolerant or angry these days?Do you experience an ongoing sense of numbness or of being isolated from your own self or from others? Do you usually feel that you have no one to talk to about what's happened?Since your loved one died, are you
- [Elder Law & Medicaid Definitions](https://www.lantzlawinc.com/services/elder-law-medicaid-services/elder-law-medicaid-definitions/) - Community Spouse: The spouse who does not need long-term or nursing home care. This spouse continues to live in the community. Countable Assets: Assets that are not exempt are countable. This includes, but is not limited to, checking and savings accounts, CDs, money markets, stocks, mutual funds, and second cars. Deficit Reduction Act of 2005:
- [Estate Planning FAQ's](https://www.lantzlawinc.com/estate-planning-services/estate-planning-faqs/) - For current Estate and Gift tax figures, click here. Why do I need an estate plan? If I don't create an estate plan, won't the government provide one for me? What's the difference between having a Will and a Living Trust? The possibility of a disabling injury or illness scares me. What would happen if
- [Trust Administration & Probate Definitions](https://www.lantzlawinc.com/services/trust-administration-probate/trust-administration-probate-definitions/) - Agent:A person authorized to act on behalf of another person, the “principal.”Appraiser:Determines the value of hard to value assets - such as a business, real estate, or various types of collections - for tax purposes, as well as to assist the trustee in establishing values for distributions.Beneficiary:A person entitled to receive benefits from the trust.
- [IRA & Retirement Planning](https://www.lantzlawinc.com/services/ira-retirement-planning/) - Retirement Plans and Estate Planning At first glance, the concept of Individual Retirement Accounts (IRA), 401(k)'s and other retirement plans seems simple enough: A structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once
- [Frequently Asked Questions for Families Without an Estate Plan](https://www.lantzlawinc.com/services/incapacity-planning/frequently-asked-questions-for-families-without-an-estate-plan/) - Who will decide where I live? Who will decide medical treatment issues? If I have no chance of recovery, will I be kept on life support? How will my bills get paid? What happens if my investments need to be changed quickly due to market conditions or to reflect new circumstances and risk tolerance? What
- [Incapacity Planning Definitions](https://www.lantzlawinc.com/services/incapacity-planning/incapacity-planning-definitions/) - Power of Attorney:You empower someone else to act on your behalf. Technically, this person becomes your “Attorney in Fact,” but is more commonly referred to as your “Agent.”General Power of Attorney:Provides your Agent with broad authority. It says that at any time – and in just about any capacity – your Agent can conduct business
- [Caregiving Tabs](https://www.lantzlawinc.com/services/elder-law-medicaid-services/caregiving-tabs/) - Coming Soon!
- [Lantz Law Inc. Newsletters](https://www.lantzlawinc.com/lantz-law-newsletters/) - Newlsetter 9.14
- [About The American Academy](https://www.lantzlawinc.com/our-firm/about-the-american-academy-of-estate-planning-attorneys/) - History of the Academy The American Academy of Estate Planning Attorneys was established in 1992 by Armstrong & Fisch, one of the most successful estate planning law firms in the country. After providing two decades of superior estate planning guidance and advice to thousands of legal clients, the firm decided to share their methods and
- [Speaker Connection](https://www.lantzlawinc.com/our-firm/speaker-connection/) - , Attorneys at Law presents free educational seminars on wide-variety of topics to groups or organizations. Those groups often include non-profit organizations, employers, associations, special interest groups, support groups and financial advisors in our community. To see a list of our Corporate and Non-Profit Presentation Sponsors, click here. If you would like to request a
- [Client Testimonials](https://www.lantzlawinc.com/our-firm/client-testimonials/) - "Clear and concise. Enjoyable! Informative yet humorous. A light-hearted look at a serious subject and a great motivator to follow up with PLANNING!" - Pamela M. Blair This is an interesting and informative seminar to help you with your estate planning. Presentation is clear and easy to understand. Be sure to attend this seminar, you'll
- [Client Resources](https://www.lantzlawinc.com/resources/client-resources/) - Thank you for visiting our Client Care Center, created exclusively for our valued clients. The purpose of this area is to provide you tools that you can use to keep your estate plan up-to-date and review new activities happening at the law firm. Estate plans are a lot like owning a car. They work well
- [Is Your Estate Plan Outdated?](https://www.lantzlawinc.com/resources/client-resources/is-your-estate-plan-outdated/) - Review the questions below to see if it is time for an Estate Plan Check-Up Has it been more than 3 years since you reviewed your current estate plan? If you have minor children, does your estate plan name Guardians for them? Since creating your estate plan, are your children now adults? If you have
- [Our Client Care Program](https://www.lantzlawinc.com/resources/client-resources/our-client-care-program/) - Many of our clients tend to breathe a sigh of relief once they sign their estate planning documents… but it doesn’t end there. Because laws change and family circumstances change, we have always offered free estate plan review meetings to our clients to keep their estate plans current.These periodic reviews are sufficient for some clients,
- [Client Resources](https://www.lantzlawinc.com/resources/client-resources/client-resources/) - Thank you for visiting the Client Care Center, created exclusively for our valued clients. The purpose of this area is to provide you tools that you can use to keep your estate plan up-to-date and review new activities happening with us. Estate plans are a lot like owning a car. They work well if you
- [The Academy Fellow Designation](https://www.lantzlawinc.com/our-firm/the-academy-fellow-designation/) - The American Academy of Estate Planning Attorneys, Inc. was founded in 1993 as an organization of estate planning law firms dedicated to providing excellence in the planning process to families across America. Academy law firms have continued to expanded their expertise and services offered in order to meet the demands of Clients. In order to
- [Interactive Resources](https://www.lantzlawinc.com/resources/consumer-resources/interactive/) - Take a moment to use one of our many interactive estate planning tools to assist you in your estate and legacy planning. Estate Plan Check-Up Is it time for an estate plan review? This list of questions will help you decide if it's time for an estate plan review meeting.
- [Estate Planning Checkup](https://www.lantzlawinc.com/resources/consumer-resources/estate-planning-checkup/) - Do you have a Will?If you have minor children, do you have a current Will which names Guardians? If the total gross value of all your assets is over $100,000 do you have an Estate Plan?If you have a Living Trust, have you transferred your assets into it?In case you become disabled, have you nominated
- [Published Books](https://www.lantzlawinc.com/our-firm/books-published-by/) - Click on the cover to learn more about our books.
- [Mission Statement](https://www.lantzlawinc.com/our-firm/mission-statement/) - Our firm is dedicated to providing quality Estate and Elder Law Services to you and your loved ones. Our mission is to help people preserve their wealth, both during their lifetime and for their families after death. We bring decades of legal knowledge and experience to bear on each client's particular issues and needs, whether
- [Multimedia](https://www.lantzlawinc.com/our-firm/multimedia/) - Coming Soon! If you would like to know when we have uploaded audio and video files for your reference please let us know!
- [Professional Resources](https://www.lantzlawinc.com/resources/professional-resources/) - Today, the demands of running a successful financial services practice have never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must not only serve their existing clients and prospect for new ones, but they must keep up to date
- [Advantages of Working With Our Firm](https://www.lantzlawinc.com/our-firm/advantages-of-working-with/) - Here is just a sample of the benefits of working with our office: FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments,
- [News & Events](https://www.lantzlawinc.com/news-events/)
- [Corporate and Non-Profit Presentation Sponsors](https://www.lantzlawinc.com/our-firm/corporate-and-non-profit-presentation-sponsors/) - Our law firm regularly conducts free, personalized, private, educational seminars for a number of sponsored groups on various estate planning subjects. This is a great opportunity for you to invite your members, donors, clients, employees and/or friends to a private seminar to learn more about their estate planning options and reiterate your message of the
- [Interactive Resources](https://www.lantzlawinc.com/interactive-resources/) - Take a moment to use one of our many interactive estate planning tools to assist you in your estate and legacy planning. Estate Plan Check-Up This list of questions will help you decide if it's time for an estate plan review meeting
- [Educational Alerts](https://www.lantzlawinc.com/resources/professional-resources/educational-alerts/)
- [News and Events](https://www.lantzlawinc.com/news-and-events/) - Coming soon!
- [Advantages of Working With Our Firm](https://www.lantzlawinc.com/advantages-of-working-with/) - Here is just a sample of the benefits of working with our office: FREE Living Trust Identification Cards. These wallet-sized laminated cards with our office address and phone number on one side, and the name and date of your Trust on the other will serve as a handy, on-the-spot reference whenever you buy new investments,
- [Estate Planning Articles](https://www.lantzlawinc.com/estate-planning-articles/) - Some of these articles have been written by our law firm and other articles are written by the American Academy of Estate Planning Attorneys and compliments of our law firm. Any feedback or questions about the articles can be addressed by contacting our office.
- [Estate Planning Consumer Poll](https://www.lantzlawinc.com/estate-planning-consumer-poll/)
- [Privacy Policy](https://www.lantzlawinc.com/generic/privacy-policy/) - Our law firm collects personal information only when you submit it to us. If you decide to submit such personal information, we or an external service provider will retain the information that you submit in a database, and we will use this information to complete your request. Any service provider that we designate will have
- [Generic](https://www.lantzlawinc.com/generic/)
- [Find an Academy Attorney](https://www.lantzlawinc.com/find-an-academy-attorney/)
- [Educational Alerts](https://www.lantzlawinc.com/e-alerts/)

## seminars

- [Estate & Retirement Planning: What Happens Next?A Guide for Executors & Successor Trustees - September 23rd, 2026 at Rosebrook Event Center, Wareham, MA, 6:00 to 7:00 pm](https://www.lantzlawinc.com/seminars/estate-retirement-planning-what-happens-nexta-guide-for-executors-successor-trustees-september-23rd-2026-at-rosebrook-event-center-wareham-ma-600-to-700-pm/) - Have you—or someone you love—been named the Executor of a Will or Successor Trustee of a Trust? Most people accept this important responsibility without fully understanding what it involves. When the time comes, they are often grieving while trying to navigate legal documents, financial decisions, family dynamics, and strict timelines. Our educational workshop is designed to help you
- [Executor & Successor Trustee Workshop - September 9, 2026 at White's of Westport - 6:00 pm to 7:00 pm](https://www.lantzlawinc.com/seminars/executor-successor-trustee-workshop-september-9-2026-at-whites-of-westport-600-pm-to-700-pm/) - Have you—or someone you love—been named the Executor of a Will or Successor Trustee of a Trust? Most people accept this important responsibility without fully understanding what it involves. When the time comes, they are often grieving while trying to navigate legal documents, financial decisions, family dynamics, and strict timelines. Our educational workshop is designed

## Staff Profiles

- [Michael P. Coleman](https://www.lantzlawinc.com/attorney-and-staff-profiles/michael-coleman/) - Attorney Michael Coleman is a graduate of Fairfield University where he received his B.A. in International Studies in 2007. He later earned his Juris Doctor Degree from Hofstra School of Law shortly thereafter. Impressively, Atty. Coleman went on to pass the Bar in both Massachusetts and New York and has since been practicing law for
- [F. Tenney Lantz](https://www.lantzlawinc.com/attorney-and-staff-profiles/tenney-lantz/) - F. Tenney Lantz is an attorney with Lantz Law, Inc. She is admitted to practice before all courts in the Commonwealth of Massachusetts and is a member of the Massachusetts Bar Association. Ms. Lantz focuses her practice on Medicaid planning, as well as the Medicaid application process. In addition, she also handles various real estate

## E-Alert

- [Use It Before You Lose It" Planning Equally Applicable to LGBTQ and Unmarried Partners](https://www.lantzlawinc.com/ealert/lose-planning-equally-applicable-lgbt-unmarried-partners/) - In this month’s alert we examine how your clients, including LGBTQ clients and unmarried partners, can remove over $5 million free from estate tax and how this opportunity may be vanishing soon.
- [Estate Planning for LGBTQ Couples: Possible Changes on the Horizon](https://www.lantzlawinc.com/ealert/estate-planning-lgbt-couples-horizon/) - This month’s Alert gives an overview of developments affecting estate planning for same-sex couples. It recounts how recent elections approved same-sex marriages in several states. It also examines several cases which address the constitutionality of bans on same-sex marriage, including the Defense of Marriage Act.
- [U. S. Supreme Court Rules DOMA Unconstitutional: Estate Planning for LGBTQ Couples Just Got Easier – and More Complicated](https://www.lantzlawinc.com/ealert/supreme-court-rules-doma-unconstitutional-estate-planning-lgbt-couples-easier-complicated/) - The U.S. Supreme Court recently released two decisions concerning same-sex marriages. This alert examines the landscape of same-sex marriage and estate planning for LGBTQ couples in light of Windsor and Petty.
- [Double Disclaimer Saves Millions in Estate and GST Tax](https://www.lantzlawinc.com/ealert/double-disclaimer-saves-millions-estate-gst-tax/) - This month’s Alert examines how effective use of disclaimers can save millions in taxes. The Alert examines a ruling request presented to the IRS involving such a situation.
- [TRA 2010 Creates Opportunity for New Planning Strategy - The FlexTrust](https://www.lantzlawinc.com/ealert/tra-2010-creates-opportunity-planning-strategy-flextrust/) - The question of whether to fund a credit shelter trust has long been a central question in estate planning. With the new tax law and it’s temporarily increased exemption, the question is all the more relevant. This month’s alert discusses a new method of adding flexibility to your clients’ trust. The FlexTrust allows an independent Trust Advisor to decide whether and to what extent the credit shelter trust should be funded.
- [A "Do-It-Yourself" Mystery: The Case of the Neighbor Girl and the Well-Meaning Widow](https://www.lantzlawinc.com/ealert/doityourself-mystery-case-neighbor-girl-wellmeaning-widow/) - Clients occasionally attempt do-it-yourself estate planning. Sometimes they use software assistance, borrow from others’ documents, or amend their professionally prepared documents themselves. This month’s Alert looks at one such story and the havoc it wrought. In the end, the client’s goals were not achieved and her loved ones were pitted against each other in court.
- [Failure to Review Estate Plans Periodically Can Lead to Unintended Consequences](https://www.lantzlawinc.com/ealert/failure-review-estate-plans-periodically-lead-unintended-consequences/) - The estate tax law is a moving target, both at the federal and state level. This month’s Alert examines a case which illustrates how the changing laws can result in unintended results in your plan. Now, more than ever, it is important to review your estate plan periodically to ensure the outcome you want.
- [2012 Budget Proposal Includes Permanent Estate and Gift Tax Reforms](https://www.lantzlawinc.com/ealert/2012-budget-proposal-includes-permanent-estate-gift-tax-reforms/) - This month’s Alert examines the Obama Administration’s 2012 budget proposal and how it might affect estate, gift, GST, and income taxes. Further, the Alert looks at how our tax system compares to other developed countries.
- [Doing It Yourself Can Sometimes Lead to Disaster](https://www.lantzlawinc.com/ealert/lead-disaster/) - Nowadays, a growing number of consumers attempt to prepare estate planning and other documents of legal significance without professional assistance. These do-it-yourselfers are penny-wise and pound-foolish. This Alert examines several cases in which the decedent attempted to create or modify his own estate plan, with disastrous results.
- [Creditor Protection Extended to Inherited IRAs by More Courts](https://www.lantzlawinc.com/ealert/creditor-protection-extended-inherited-iras-courts/) - IRAs and Qualified Plans are an increasing portion of our clients’ wealth. The advantages of the income tax deferral are well-known. This month’s Alert looks at developments regarding the creditor protection such plans provide, not only for the contributor, but also for those who inherit them.
- [Elizabeth Taylor's Estate Could Exceed $1 Billion – Much of It Could Benefit AIDS Charities](https://www.lantzlawinc.com/ealert/elizabeth-taylors-estate-exceed-1-billion-benefit-aids-charities/) - Elizabeth Taylor died recently with a $1 billion estate. This month’s Alert focuses on her estate, her philanthropy, and various advanced estate planning techniques with a charitable component. Read this month’s Alert to find out how charitable giving can help you and your clients meet estate planning goals.
- [Annuity Maximization](https://www.lantzlawinc.com/ealert/annuity-maximization/) - This Alert examines how a tax-deferred annuity may not be the best solution for senior clients. It demonstrates how a single premium immediate annuity, or “SPIA” may be a better alternative for clients, especially if the client is in a lower tax bracket than the children who will inherit it.
- [Federal Court: Disclaimed Property Available to Pay Tax Lien](https://www.lantzlawinc.com/ealert/federal-court-disclaimed-property-pay-tax-lien/) - This month we examine how the lack of proper estate planning left an inheritance exposed to payment of tax liens assessed against a son. The estate’s attempt to argue that the son’s share was not available because of mom’s desire that lifetime advancements to the son be repaid or, in the alternative, that the son had disclaimed his inheritance, did not convince the federal court that the IRS could not collect against the son’s share of the estate.
- [President’s Budget Proposal for 2014:  Greater Estate Taxes, Income Taxes May Be in Your Future](https://www.lantzlawinc.com/ealert/presidents-budget-proposal-2014-greater-estate-taxes-income-taxes-future/) - This month’s Alert examines the tax aspects of the Administration’s proposed 2014 budget.
- [Bankruptcy Court Delivers Unfavorable Ruling Relating to Alaska Domestic Asset Protection Trusts](https://www.lantzlawinc.com/ealert/bankruptcy-court-delivers-unfavorable-ruling-relating-alaska-domestic-asset-protection-trusts/) - In a case of first impression relating to Bankruptcy Code Section 548(e)(1), the court in In re Huber, 201 B.R. 685, 701 (Bankr. Rptr. W.D.WA. May 17, 2013) held that an Alaska self-settled trust offered no protection with respect to claims of the grantor’s creditors in bankruptcy.
- [Planning for Retirement Assets Can be Difficult](https://www.lantzlawinc.com/ealert/planning-retirement-assets-difficult/) - This month’s Alert examines the rules regarding distributions from IRAs and retirement plans. In particular, it examines reasons to make a trust the beneficiary and rules regarding who is the measuring life for minimum required distribution purposes.
- [Estate of Hurford: a Taxpayer's Tale of Woes](https://www.lantzlawinc.com/ealert/estate-hurford-taxpayers-tale-woes/) - This month’s alert examines a case which illustrates the importance of choosing an estate planning attorney. It also demonstrates the importance of the implementation of a strategy, in this case a Family Limited Partnership (FLP).
- [New Rules for Same-Sex Couples](https://www.lantzlawinc.com/ealert/rules-samesex-couples/) - This alert discusses the IRS’ recently-released ruling regarding married same-sex couples. It examines how the IRS will treat such couples, even when they live in a state which does not respect their marriage.
- [Protecting an Inheritance as Opposed to Ruling from the Grave](https://www.lantzlawinc.com/ealert/protecting-inheritance-opposed-ruling-grave/) - How much protection is enough? This month’s alert examines this quandary and the tension between protecting beneficiaries and giving them control of assets.
- [Tax Court Says Taxpayer Cannot Have it Both Ways](https://www.lantzlawinc.com/ealert/tax-court-taxpayer-ways/) - This month’s alert examines a case involving the rule of consistency. In the case, beneficiaries of a trust were trying to contest the income tax basis of a property. The basis had derived from the estate tax valuation as reported by the executor of the decedent’s estate. The court concluded that the beneficiaries were bound by the executor’s position because of the rule of consistency.
- [Planning for Children with Special Needs](https://www.lantzlawinc.com/ealert/planning-children-special/) - This month's Alert examines how to preserve government benefits for beneficiaries with special needs. A "Special Needs Trust" can ensure assets you leave the beneficiary do not disqualify them from government benefits.
- [IRS Grants Relief for Late Election of Portability](https://www.lantzlawinc.com/ealert/irs-grants-relief-late-election-portability/) - This month’s Alert examines a new IRS release concerning portability. The Alert shows how taxpayers who thought they had missed their opportunity to elect portability on the first spouse to die’s estate tax return now have another chance
- [Benefit Charity and Save Taxes Too](https://www.lantzlawinc.com/ealert/benefit-charity-save-taxes/) - This month’s e-alert shows readers how a charitable remainder trust can be used to eliminate the 3.8% surtax, defer income taxation of assets, provide an income stream to the grantors, and benefit charity.
- [Supreme Court Rules on Bankruptcy Protection of Inherited IRAs](https://www.lantzlawinc.com/ealert/supreme-court-rules-bankruptcy-protection-inherited-iras/) - While many people plan out their vacations in great detail, they may be forgetting to address what to do if the unexpected happens while their out of town. Find out how setting an estate plan in place, even a basic one, can minimize your worries about those “what if’s,” and enjoy that vacation you’ve been dreaming of.
- [Failure to Divide Trust Cost over $400,000](https://www.lantzlawinc.com/ealert/failure-divide-trust-cost-400000/) - This month’s alert provides a cautionary tale. It shows how failure to administer a trust according to its terms can cost the remainder beneficiaries hundreds of thousands of dollars in taxes, even when everyone agrees that the way the trust was administered was what was intended by the surviving trustor.
- [Do-It-Yourself Estate Plans: Unintended Results](https://www.lantzlawinc.com/ealert/doityourself-estate-plans-unintended-results/) - Download educational eAlert template A in Microsoft Word format Download educational eAlert template B in Microsoft Word format With the rise of companies such as Legal Zoom, TotalLegal, LawDepot, and DoYourOwnWill.com, more and more consumers are attempting to create their own estate plans without the assistance of a lawyer.
- [Guardianship Provisions Essential  To a Comprehensive Estate Plan](https://www.lantzlawinc.com/ealert/guardianship-provisions-essential-comprehensive-estate-plan/) - This month’s Alert examines two high-profile cases which illustrate the importance of naming guardians for minor children.
- [More Reasons for Clients to Review Their Estate Plans](https://www.lantzlawinc.com/ealert/reasons-clients-review-estate-plans/) - This month’s Alert examines how the “fiscal cliff” legislation could result in changes for estate plans. Depending on the couple, it might mean they could simplify their plan. However, there are many non-tax reasons that they may want to keep a more complex plan.
- [New Year's Resolution #3 - Get My Estate Plan Reviewed](https://www.lantzlawinc.com/ealert/years-resolution-3-estate-plan-reviewed/) - This month's Alert discusses how the "fiscal cliff" legislation impacts your clients' estate plans.
- [Last Chance for Estate Tax Savings?](https://www.lantzlawinc.com/ealert/chance-estate-tax-savings/) - This month’s alert focuses on the narrowing window to lock-in the current $5.12 million estate and gift tax exemption by gifting prior to year-end. The alert also examines why it may not be possible to wait and do this planning at the last minute.
- [2010 Tax Law Leads to 2012 Litigation](https://www.lantzlawinc.com/ealert/2010-tax-law-leads-2012-litigation/) - This month’s Alert focuses on the increased trust litigation arising from the unintended consequences of the temporary repeal of the estate tax in 2010.
- [Tax Break Extension Legislation Excludes Estate Tax; Act Now to Lock In $5.12 Million Exclusion Amount](https://www.lantzlawinc.com/ealert/tax-break-extension-legislation-excludes-estate-tax-act-lock-512-million-exclusion-amount/) - The estate tax exclusion is scheduled to revert to $1 million at year-end from the current level of $5.12 million. This Alert examines the current political landscape concerning the estate tax and suggests taking advantage of the current, historically-high exclusion amount before it’s too late.
- [IRS Issues "Portability" Guidance](https://www.lantzlawinc.com/ealert/irs-issues-portability-guidance/) - The Alert this month examines "portability" and the steps necessary to take advantage of it under newly-released regulations.
- [Planning Blunder Leads to Increased Income Taxes](https://www.lantzlawinc.com/ealert/planning-blunder-leads-increased-income-taxes/) - This month's Alert examines the importance of proper IRA beneficiary designations. The Alert examines a case in which the stretch of IRA distributions was not maximized because of the beneficiary designation.
- [His, Hers, or Ours? - Estate Planning for Blended Families](https://www.lantzlawinc.com/ealert/estate-planning-blended-families/) - With more than half of marriages ending in divorce, an increasing number of families are “blended families.” The Alert this month examines the unique issues faced in planning for blended families.
- [Millions in Tax Savings Available to Clients Who Act Quickly](https://www.lantzlawinc.com/ealert/millions-tax-savings-clients-act-quickly-2/) - This month’s alert examines the current, perhaps short-lived, opportunity for clients to give away millions of dollars during their lifetime without a gift tax. Unless the law changes, this narrow window will close at year-end.
- [Double Disclaimer Saves Millions in Estate and GST Tax](https://www.lantzlawinc.com/ealert/double-disclaimer-saves-millions-estate-gst-tax-2/) - This month's Alert examines how effective use of disclaimers can save millions in taxes. The Alert examines a ruling request presented to the IRS involving such a situation.
- [Tax Changes for 2012](https://www.lantzlawinc.com/ealert/tax-2012/) - This month's Alert reviews the inflation adjustments applicable to federal taxation in 2012. It examines changes in the estate, gift, and generation skipping transfer taxes, as well as income taxes.
- [Income from Trust Excluded in Determining Alimony Payments](https://www.lantzlawinc.com/ealert/income-trust-excluded-determining-alimony-payments/) - This month’s Alert examines when the income of a trust may be considered available to creditors. The Alert examines a case involving the availability for purposes of determining alimony.
- [Fate of Estate and Gift Taxes Remains Uncertain - But, Many Planning Options Remain Available For Now](https://www.lantzlawinc.com/ealert/fate-estate-gift-taxes-remains-uncertain-planning-options-remain/) - This month’s Alert examines the continuing uncertainty with the Estate and Gift Tax and the unique, limited-time opportunities which are available now.
- [Wisconsin Appeals Court Holds Assets of Irrevocable Trust are Available for Medicaid Eligibility Purposes](https://www.lantzlawinc.com/ealert/wisconsin-appeals-court-holds-assets-irrevocable-trust-medicaid-eligibility-purposes/) - Elder law is an increasingly important area of law for clients. This month’s Alert examines a Wisconsin case concerning an Irrevocable trust which was included as an available asset for Medicaid purposes. The Alert also examines what they could have done differently to achieve a better result.
- [IRS Issues Instructions for Estate Tax Returns for Decedents Dying in 2011 and 2012](https://www.lantzlawinc.com/ealert/irs-issues-instructions-estate-tax-returns-decedents-dying-2011-2012/) - This month's Alert examines the IRS’ recent release of instructions regarding how to ensure portability of the applicable exclusion amount at the death of the first spouse. Many surviving spouses may see an estate tax return at the death of the first spouse to be unnecessary. This alert shows why advisors should document that they advised the filing of an estate tax return.

## Reports

- [Where There's a Will, There's a Probate](https://www.lantzlawinc.com/report/where-theres-a-will-theres-probate/) - Would you like to know the intimate details of Jacqueline Kennedy Onassis’ life? You don’t have to read her story in the tabloids or wait for the latest unauthorized biography.
- [Trust Administration: Prior Planning Prevents Problems](https://www.lantzlawinc.com/report/trust-administration-prior-planning-prevents-problems/) - Trust Administration is the process people often find themselves in unexpectedly, after the death of a spouse or parent who created the trust prior to passing on.
- [The Trouble of Joint Tenancy](https://www.lantzlawinc.com/report/the-trouble-with-joint-tenancy/) - Although Joint Tenancy offers some short-term conveniences, in the long run it poses a host of problems that can cost you and your loved ones many times the expense and headaches you thought you were avoiding.
- [Set The Stage for Medicaid Eligibility](https://www.lantzlawinc.com/report/set-the-stage-for-medicaid-eligibility/) - Incapacity planning is a broad area of law that covers how you are cared for if you become physically or mentally unable to care for yourself.
- [Probate: An Executor's Role and Responsibilities](https://www.lantzlawinc.com/report/probate-executors-role-responsibilities/) - The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely want to deal with is the business of settling your loved one’s final affairs. But, if you are a potential executor, it’s one of those things that must be done, and it’s not as horrible as you may have feared.
- [Planning It Right the Second Time Around](https://www.lantzlawinc.com/report/planning-it-right-the-second-time-around/) - One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s why a crucial first step in this entire process should be a consultation with an estate planning attorney.
- [Living Trusts: Calculating the Benefits](https://www.lantzlawinc.com/report/living-trusts-calculating-the-benefits/) - Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy.
- [Estate Planning with Individual Retirement Accounts](https://www.lantzlawinc.com/report/estate-planning-with-individual-retirement-accounts-iras/) - At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg.
- [Dangers of Do-It-Yourself Wills and Living Trusts](https://www.lantzlawinc.com/report/dangers-of-do-it-yourself-wills-and-living-trusts/) - Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who we are, what our goals are, and how we want our estate distributed.
- [15 Common Reasons To Do Estate Planning](https://www.lantzlawinc.com/report/fifteen-common-reasons-to-do-estate-planning/) - Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who will manage your affairs after your pass away. These are all important matters that should not be ignored.

## Estate Planning Articles

- [DOMA’s Impact on Estate Planning for LGBTQ Couples](https://www.lantzlawinc.com/estate-planning/domas-impact-estate-planning-lgbt-couples/) - Many in the LGBTQ community and nationwide are celebrating the Supreme Court’s rulings in U.S. v. Windsor and Hollingsworth v. Perry. What questions do these rulings raise, and how will they affect your estate plan?
- [Leaving a Lasting Legacy](https://www.lantzlawinc.com/estate-planning/leaving-a-lasting-legacy/) - When you really think about it, your true wealth is much more than just your accumulated assets or material possessions. With the right plan, you can protect and preserve your true wealth and create a legacy for your family that will last for generations to come.
- [10 Essential Estate Planning Facts](https://www.lantzlawinc.com/estate-planning/10-essential-estate-planning-facts/) - An alarming 55% of American's don't have an estate plan in place. Procrastination is a common excuse. However, for many people it's a lack of knowledge about estate planning, including the benefits, their options and the protections it offers them and their families. This article reviews 10 essential estate planning facts that will arm with you with enough knowledge to cross estate planning off your "to do" list.
- [Why are Roth's Such a Big Deal?](https://www.lantzlawinc.com/estate-planning/why-are-roths-such-a-big-deal/) - A Roth IRA has some important distinctions from a traditional IRA, and, depending on your tax bracket, your retirement needs, and your estate planning goals, a Roth could be a better choice for you. So, what's the difference between the two types of IRAs? This article explores how each IRA works and which option can best fit your personal needs and goals.
- [One Big Happy Family: How to Avoid an Estate Dispute](https://www.lantzlawinc.com/estate-planning/one-big-happy-family-how-to-avoid-an-estate-dispute/) - Picture this… You’re at the end of your long, fulfilling life and you’re ready to say goodbye to your loved ones and leave this world in peace. And then… your family declares war on each other. This scenario plays out all too often even in the closest of families. This article examines helpful ways to plan and avoid divisive family disputes after you are gone.
- [Parenting Your Grandchildren? You Need a Solid Estate Plan](https://www.lantzlawinc.com/estate-planning/parenting-your-grandchildren-you-need-a-solid-estate-plan/) - According to data collected in the 2010 census, 4.9 million children under age eighteen live in grandparent-headed households. If you are in this growing number of grandparents returning to your “parent” role again, one of the pressing responsibilities that accompany your job as caregiver is to make sure you have a plan for your grandchildren in the event that something happens to you. And because you’re older now than you were the first time around, planning becomes even more important. This article reviews why it is imperative to have an estate plan in place and what a basic plan should include.
- [What to Expect When You're Inheriting](https://www.lantzlawinc.com/estate-planning/what-to-expect-when-youre-inheriting-2/) - At some point in our lives, we all dream of receiving an inheritance. We envision buying a new car, finally being able to afford private schools for the kids, or maybe even taking a trip around the world. But the reality of inheriting money or property often differs from our dreams. The process of settling an estate and distributing a deceased person’s assets can be time consuming. During this process you may have questions about taxes on various types of assets you may be inheriting, such as IRAs, valuable collectibles, and other property. This article provides a summary on what you can expect during this process if you’re anticipating an inheritance.
- [Helping Your Parents Through Their Twilight Years](https://www.lantzlawinc.com/estate-planning/helping-your-parents-through-their-twilight-years/) - As a child, your parents were there to guide and support you as you faced life’s challenges and obstacles in your path growing up. Similarly, as your parents age, and become less independent, they will rely on you as they face new challenges in their twilight years. This article examines how planning well in advance is important to ensure that no matter what lies ahead, their care and financial affairs will be looked after. Regardless of their financial means, if they are wealthy or of more modest means, there is a plan that can meet the specific needs of your family.
- [Puppy Love: Planning Your Estate With a Pet Trust](https://www.lantzlawinc.com/estate-planning/puppy-love-planning-your-estate-with-a-pet-trust/) - Increasingly, pet owners are not just worried about providing for our pets during our lifetimes, we want to ensure that they get all the love and care they need after we’re gone, too. This article discusses the estate planning benefits a Pet Trust can provide for your furry and feathered animal companions.
- [Help! My Attorney No Longer Practices Law](https://www.lantzlawinc.com/estate-planning/help-my-attorney-no-longer-practices-law/) - It's not something we often stop to think about, but attorneys experience life changes like anyone else. They may change careers or experience an illness or disability, or they may retire or even pass away. This article discusses the steps you should take if your estate planning lawyer no longer practices law.
- [Planning Your Estate? Don't Forget Insurance](https://www.lantzlawinc.com/estate-planning/planning-your-estate-dont-forget-insurance/) - The term "estate planning" usually calls to mind the process of creating a Will, establishing a Living Trust, or naming a guardian for young children. One piece of the estate planning puzzle that might not be readily apparent, though, is insurance. Learn how insurance in its many forms plays an important role in the estate planning process.
- [Don't be Fooled: Estate Planning Isn't Just for the Wealthy](https://www.lantzlawinc.com/estate-planning/dont-be-fooled-estate-planning-isnt-just-for-the-wealthy/) - Estate planning is not just for the wealthy. The truth is, estate planning is about achieving some pretty common goals and taking care of basic responsibilities, regardless of how big or small our investment portfolio happens to be.
- [Practical Strategies for Protecting Your Privacy](https://www.lantzlawinc.com/estate-planning/practical-strategies-for-protecting-your-privacy/) - We’re all exposed to invasions of our privacy, large and small, during our lifetimes and even after death. These practical strategies make it easier to shield your family’s personal affairs from prying eyes.
- [Estate Planning Without a Crystal Ball](https://www.lantzlawinc.com/estate-planning/estate-planning-without-a-crystal-ball/) - When you are planning your estate, it is important to remember that circumstances rarely stay the same over long periods of time. A plan that worked for your family when the kids were little may very well be obsolete by the time they've started families of their own. This is why it's important to ensure that you build flexibility into your plan.
- [Planning Your Estate With Privacy in Mind](https://www.lantzlawinc.com/estate-planning/planning-your-estate-with-privacy-in-mind/) - When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while shielding your personal affairs from prying eyes.
- [An Estate Plan: Don't Leave Home Without it](https://www.lantzlawinc.com/estate-planning/estate-plan-leave-home/) - As you review your vacation checklist, make sure you're not forgetting your estate plan. Without an up-to-date estate plan, a vacation emergency could leave you and your loved ones vulnerable. Here's what you need to know.
- [Eighteen: The Magic Number?](https://www.lantzlawinc.com/estate-planning/eighteen-magic-number/) - You might look at your eighteen-year-old and see an average teenager, but, legally speaking, eighteen means adulthood. When your child turns eighteen, you no longer have the right to manage their property, access their medical records, or do any number of things you’ve taken for granted until now. Learn about the practical problems this can present and how you can plan around them.
- [How a Pet Trust Can Protect Your Furry Friends](https://www.lantzlawinc.com/estate-planning/pet-trust-protect-furry-friends/) - Many of us think of our pets as family members, but we don’t always think through who will care for our beloved animals after we die. Did you know that you can and should include your pet in your estate plan? Here are some simple options for making sure your pet lives a happy and healthy life, even after you’re gone.
- [Why Choose a Living Trust?](https://www.lantzlawinc.com/estate-planning/choose-living-trust/) - The living trust is an incredibly popular estate planning option, but what is it exactly? Explore the uses and benefits of a living trust as you decide whether this planning tool is the right option for you.
- [I'm a Trustee!  Now What?](https://www.lantzlawinc.com/estate-planning/trustee/) - A loved one has given you the honor and responsibility of serving as a successor Trustee. But what does this really mean? Keep reading to learn about the responsibilities involved in administering a Trust.
- [James Gandolfini's Will: 3 Lessons for You and Yours](https://www.lantzlawinc.com/estate-planning/james-gandolfinis-3-lessons/) - Sopranos star James Gandolfini died in 2013 at the age of 51. Within weeks of his death, his Will was made public and put under a media microscope. Why did this happen and, more importantly, what lessons can you learn from it to protect yourself and your family?
- [Does Your Estate Plan Include Digital Assets?](https://www.lantzlawinc.com/estate-planning/estate-plan-include-digital-assets/) - Your estate plan covers your real estate, your financial accounts, and your family heirlooms, but what about your digital assets? Learn what your digital assets are and how to protect them.
- [Special Needs Trusts for Children with Down Syndrome](https://www.lantzlawinc.com/estate-planning/special-trusts-children-syndrome/) - Does your child with Down syndrome receive government benefits? If yes, using your Will to leave money directly to your child can jeopardize his or her government benefits. Learn how a Special Needs Trust can provide long-term protection for your child.
- [More Bang for Your Buck: Education Planning with Deferred Annuities](https://www.lantzlawinc.com/estate-planning/bang-buck-education-planning-deferred-annuities/) - With college costs at an all-time high and no relief in sight, parents and grandparents are looking for ways to maximize their education savings dollars. Learn how you can combine the savings from an education trust with the tax savings feature of a deferred annuity to increase your college spending power.
- [Choose Your Estate Planning Practitioner Wisely](https://www.lantzlawinc.com/estate-planning/choose-your-estate-planning-practitioner-wisely/) - Who should you entrust with planning your estate? Unfortunately, the estate planning industry can be a mixed bag. Along with licensed, qualified attorneys there are unqualified, or even unlicensed, individuals producing cookie-cutter estate plans that may or may not work as intended. Find out why you should choose your estate planning practitioner wisely.
- [Expecting the Unexpected](https://www.lantzlawinc.com/estate-planning/expecting-the-unexpected/) - Life is full of surprises. None of us have a crystal ball, and this means it is unreasonable to create an estate plan without flexibility regarding your long-term wishes for your loved ones. When you build flexibility into your estate plan with a power of appointment, you can empower your spouse or children to stand in your place and make decisions based on your family’s changed circumstances.
- [A Quick Guide for Basis](https://www.lantzlawinc.com/estate-planning/a-quick-guide-for-basis/) - You might have heard the word basis used in reference to taxes. Learn the definition of basis and how it can make a big difference in your estate plan.
- [What Does It Mean To Be a Trustee?](https://www.lantzlawinc.com/estate-planning/what-does-it-mean-to-be-a-trustee/) - If you’ve been chosen to serve as a Trustee, what responsibilities can you expect? Learn about the basic duties that come with this important and sometimes daunting job, and find out where you can go for guidance.
- [Avoid These Four Asset Protection Pitfalls](https://www.lantzlawinc.com/estate-planning/avoid-these-four-asset-protection-pitfalls/) - The estate planning process presents a number of opportunities for using asset protection strategies to protect yourself and your loved ones. Learn about asset protection, and avoid these four common pitfalls.
- [Moving? Don’t Forget to Review Your Estate Plan](https://www.lantzlawinc.com/estate-planning/moving-dont-forget-to-review-your-estate-plan/) - Although your Will or Trust might be the last thing on your mind as you prepare to move, this is actually an ideal time to review and update your estate plan. Find out why.
- [What to Expect When You're Inheriting](https://www.lantzlawinc.com/estate-planning/what-to-expect-when-youre-inheriting/) - Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn't match our dreams. In the real world, an inheritance can bring with it a number of questions and worries. Here we address four common concerns about inheritances.
- [Helping Your Parents Age Gracefully](https://www.lantzlawinc.com/estate-planning/helping-your-parents-age-gracefully/) - Your mom and dad have always been there to guide you through life's challenges. Now, the tables are turning. Learn some strategies for gently helping your parents plan for the challenges they're likely to face as they age.
- [Your Family Deserves More Than an Estate Plan](https://www.lantzlawinc.com/estate-planning/your-family-deserves-more-than-an-estate-plan/) - If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, you can pass on your values, wisdom, and family heritage along with your nest egg. You can also provide your children's inheritances with just the right amount of protection from the threats and challenges of life.
- [Short and Sweet is Not Always Better](https://www.lantzlawinc.com/estate-planning/short-and-sweet-is-not-always-better/) - When you compare a do-it-yourself living trust with one that was prepared by a qualified estate planning attorney, one of the first things you’re likely to notice is that the attorney-prepared trust is long. And it might not be so easy to read. There’s a good reason for this. This article discusses the reasons why planning for contingencies with an attorney drafted estate plan is the better choice. When it comes to estate planning, there’s any number of contingencies to prepare for.
- [Why a Trust Makes Sense - Even If Your Child Is Not a Child](https://www.lantzlawinc.com/estate-planning/why-a-trust-makes-sense-even-if-your-child-is-not-a-child/) - If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with no restrictions. However, you want to make sure your children enjoy flexibility in accessing and using their inheritances while minimizing the impact of taxes, divorce, lawsuits, and other threats. Therefore, it might be better to leave their inheritances in a Trust.
- [The Accidental Spouse](https://www.lantzlawinc.com/estate-planning/the-accidental-spouse/) - Could you be married and not even realize it? If you live in a state that recognizes common law marriage, you could be married even without a marriage license or an official ceremony. Find out how common law marriage affects your estate plan and what you can do about it.
- [How the American Taxpayer Relief Act Will Affect You](https://www.lantzlawinc.com/estate-planning/american-taxpayer-relief-act-affect/) - Congress pulled America back from the fiscal cliff when it passed the American Taxpayer Relief Act on New Year's Day. The law covers a range of issues, form income taxes to the estate tax. Learn the specifics and find out how the new law will affect you and your family.
- [Planning for the Worst-Case Scenario](https://www.lantzlawinc.com/estate-planning/planning-for-the-worst-case-scenario/) - Sometimes, in an attempt to avoid thinking about the worst, we miss the opportunity to do the best for our loved ones. A comprehensive estate plan can help you confront your fears in a way that will ease your family’s responsibilities, should the unexpected happen.
- [How Low Interest Rates Can Influence Your Estate Plan](https://www.lantzlawinc.com/estate-planning/932/) - You might not realize the advantages a low interest rate environment can offer for estate tax planning. Let's take a look at just a few.
- [Why Everyone Needs an Estate Plan](https://www.lantzlawinc.com/estate-planning/why-everyone-needs-an-estate-plan/) - People tend to think of estate planning as something that only the wealthy or the elderly need to do. In truth, regardless of your age, your situation in life, or your level of wealth, estate planning accomplishes a few universal goals.
- [The Problem With Joint Tenancy](https://www.lantzlawinc.com/estate-planning/problem-joint-tenancy/) - Joint tenancy is a popular form of property ownership, primarily because when one owner dies, title to the property automatically re-vests in the surviving joint tenants. But using joint tenancy to avoid probate can create more problems than it solves.
- [Estate Planning Across Borders](https://www.lantzlawinc.com/estate-planning/estate-planning-borders/) - Owning assets outside the United States raises a number of estate planning questions: Who gets your property when you pass away? What taxes are due? And how should your estate plan in the U.S. be tailored to ensure that all your property – here and abroad – is transferred as efficiently and effectively as possible?
- [Home: Your Most Valuable Investment](https://www.lantzlawinc.com/estate-planning/home-valuable-investment/) - Your home is likely your family's most valuable asset, not only emotionally, but also financially. Read this article to learn how you can take advantage of the tax, estate planning, and asset protection benefits available to you as a homeowner.
- [Tax Alert! Special Gifting Opportunities Expire December 31, 2012](https://www.lantzlawinc.com/estate-planning/tax-alert-special-gifting-opportunities-expire-december-31-2012/) - Is estate tax planning on your autumn “to do” list? If not, maybe it should be. On January 1, 2013, federal estate and gift taxes stand to increase dramatically, affecting everyone who dies with an estate valued over $1 million. Learn the steps you can take now to save yourself - and your loved ones - millions.
- [Three Simple Steps for Managing a Windfall](https://www.lantzlawinc.com/estate-planning/simple-steps-managing-windfall/) - What would you do if you suddenly became wealthy? Did you know that there are certain steps you should take if you win the lottery, inherit a fortune, or receive some other form of a windfall? Find out how to make the most of sudden riches – and how to avoid financial trouble.
- [Three Ways the IRS Rewards Your Generosity](https://www.lantzlawinc.com/estate-planning/ways-irs-rewards-generosity/) - Giving to charity is wonderful way to support your favorite cause, and it makes you feel great. But what if you want to go the extra mile and make a larger than usual contribution? Here are three ways the IRS rewards you for including philanthropy in your estate plan.
- [What You Should Know About Seminars on Wills & Living Trusts](https://www.lantzlawinc.com/estate-planning/seminars-wills-living-trusts/) - Have you ever been invited to an estate planning seminar, but been hesitant to attend? When a seminar is conducted by a licensed estate planning attorney, it can be the perfect way to learn about your planning options. Here's how an estate planning seminar can help you.
- [This New Year, Resolve to Review Your Estate Planning Options](https://www.lantzlawinc.com/estate-planning/year-resolve-review-estate-planning-options/) - It's time to make your New Year's resolutions. This year, consider adding a review of your estate planning options to your list. Whether or not you already have an estate plan in place, a careful review of your planning options will ensure that you protect your family and assets and leave a lasting legacy. This article reviews some estate planning information for you to consider for this New Year.
- [Five Non-Tax Reasons You Need an Estate Plan](https://www.lantzlawinc.com/estate-planning/nontax-reasons-estate-plan/) - Estate planning is only for wealthy people who want to reduce their estate taxes, right? Wrong! Only a tiny percentage of Americans need to worry about estate taxes but every adult needs an estate plan. Find out why.
- [Be Prepared With Year-End Tax Strategies](https://www.lantzlawinc.com/estate-planning/prepared-yearend-tax-strategies/) - It may seem too early to prepare for tax season, but these tips and tricks can save you money next spring.
- [Five Things Every Woman Should Know About Estate Planning](https://www.lantzlawinc.com/estate-planning/woman-estate-planning/) - Women’s roles in society and within the family have shifted dramatically over the past several generations and women have more earning power than ever before, yet too many wives take a backseat to their husbands when the subject of estate planning comes up. Here are five things every woman should know when it comes to estate planning.
- [Is Your Ex-Spouse Really Out of Your Life?](https://www.lantzlawinc.com/estate-planning/is-your-ex-spouse-really-out-of-your-life/) - Divorce is bad enough, but did you know that your children and new spouse can suffer financial devastation if you do not remember to change your estate planning documents after a divorce?
- [Make Sure Your Dreams Don't Turn Into Nightmares](https://www.lantzlawinc.com/estate-planning/make-sure-your-dreams-dont-turn-into-nightmares/) - The financial consequences of a divorce can be costly. You can do things right now to protect future generations in your family from suffering financial devastation after a breakup.
- [There's No Time Like the Present to Review your Plans](https://www.lantzlawinc.com/estate-planning/theres-no-time-like-the-present-to-review-your-plans/) - Time passes quickly. Life brings change. While these may seem like platitudes, they reflect the truth of most people's lives. This article will encourage you to recognize a new life stage as an opportunity to review and fine tune your estate plan.
- [Leaving a Ranching Legacy](https://www.lantzlawinc.com/estate-planning/leaving-a-ranching-legacy/) - Ranch life comes with its own particular challenges and rewards. Therefore, ranch families have even more need for professional advice than other families when it comes to finding the most effective means of passing on their assets, which may be more substantial than they suppose. This article explores various means that can be employed to create an estate plan which minimizes taxes and distributes assets equitably.
- [Getting Value Out of Giving with Charitable Trust](https://www.lantzlawinc.com/estate-planning/getting-value-out-of-giving-with-charitable-trust/) - You've heard the maxim, "It's better to give than to receive." Americans take this aphorism to heart, especially as it relates to contributions to charity. Did you know that our tax laws actually encourage charitable giving? This article will explain gift-giving options from small to large, each with tax-savings implications.
- [The Estate Tax Is Not the Only Consideration in Estate Planning](https://www.lantzlawinc.com/estate-planning/the-estate-tax-is-not-the-only-consideration-in-estate-planning/) - The U.S. Congress continually debates the estate tax, often considering whether or not it should be done away with entirely. Many people think this tax is a cornerstone of estate planning, so if it's eliminated, they don't need an estate plan. Nothing is further from the truth. This article explains why.
- [Does a Roth Make Sense for You?](https://www.lantzlawinc.com/estate-planning/does-a-roth-make-sense-for-you/) - Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors, including an account owner's current income, anticipated post-retirement income, and estate planning goals.
- [Five Estate Planning Myths](https://www.lantzlawinc.com/estate-planning/five-estate-planning-myths/) - Estate planning is on everyone's "should do" list, but it rarely seems to make it to the top of the "to do" list. Perhaps this is because of all the myths surrounding the estate planning process. Here are five common estate planning myths, along with the truths behind them.
- [Look After Your Spouse Even After You're Gone](https://www.lantzlawinc.com/estate-planning/look-after-your-spouse-even-after-youre-gone/) - You and your spouse have worked hard to save for your golden years. But have you planned for a long, secure retirement if one of you outlives the other? Here’s how paying attention to certain key financial areas can set both of you up for a secure, worry-free retirement.
- [I Have an Estate Plan: Do I Still Need My Attorney?](https://www.lantzlawinc.com/estate-planning/i-have-an-estate-plan-do-i-still-need-my-attorney/) - Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over Will just in case, and your incapacity plan is ready and waiting in the event you need it. Is it time to part ways with your attorney? Not at all! In fact, your relationship with your estate planning attorney has just started.
- [Gifts to Minors: Sharing Your Wealth the Smart Way](https://www.lantzlawinc.com/estate-planning/gifts-minors-sharing-wealth-smart/) - A simple way to reduce your estate tax bill is to make financial gifts during your lifetime. Children and grandchildren are natural recipients of our generosity, but there are a few things you’ll want to consider if they are still minors. Here are some common strategies for sharing your wealth with the children in your lives.
- [What to Expect at Your First Estate Planning Consultation](https://www.lantzlawinc.com/estate-planning/expect-estate-planning-consultation/) - A little nervous about your first estate planning consultation? Don't be. Here's what to expect.
- [Protect Your Right to Make Medical Decisions](https://www.lantzlawinc.com/estate-planning/protect-medical-decisions/) - Who would make your medical decisions if you were terminally ill or get into an unexpected accident? Have you expressed your wishes to your family members and, just as importantly, have you formalized your wishes so that your doctors will follow them?
- [Insurance: The Missing Link in Your Estate Plan?](https://www.lantzlawinc.com/estate-planning/insurance-the-missing-link-in-your-estate-plan/) - Insurance has a number of uses as an estate planning tool. It helps protect and preserve your estate, giving you more to pass on to your loved ones. It also has special characteristics that allow you to position your estate for sophisticated estate planning. Learn about the basic categories of insurance and how they strengthen your estate plan.
- [Is an Irrevocable Life Insurance Trust Right for You?](https://www.lantzlawinc.com/estate-planning/irrevocable-life-insurance-trust/) - The Irrevocable Life Insurance Trust is a common estate planning tool. Although this trust is irrevocable, it offers some flexibility. Learn some basic facts and benefits offered by an Irrevocable Life Insurance Trust. Discover whether it might work as part of your estate plan.
- [Estate Planning is Essential for Same-Sex Couples](https://www.lantzlawinc.com/estate-planning/estate-planning-essential-samesex-couples/) - For most people, dying without an estate plan means burdening loved ones with added inconvenience, delay and expense. For same-sex couples, however, dying without an estate plan can spell disaster. Find out why and learn what you can do about it.
- [Trusts and Income Tax: Who Pays?](https://www.lantzlawinc.com/estate-planning/trusts-and-income-tax-who-pays/) - As Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry, but the answer can be hard to pin down. So, who does pay income tax on a Trust? Here is the answer, in a nutshell.
- [Tax Breaks for the Sandwich Generation](https://www.lantzlawinc.com/estate-planning/tax-breaks-for-the-sandwich-generation/) - It can be a surprise to find yourself caring for elderly parents at the same time that you’re raising your own children. The emotional demands of these multiple roles are often coupled with financial challenges as well. That’s why it’s important to know when you can claim your aging or ill parent as a dependent for income tax purposes.
- [Why Your Trust Shouldn't be Short and Sweet](https://www.lantzlawinc.com/estate-planning/why-your-trust-shouldnt-be-short-and-sweet/) - The draft of your new Trust makes you wonder if your estate planning attorney gets paid by the word. Is all this verbiage really necessary? In fact, a good plan has many points to cover.
- [How to Leave an Inheritance for Your Special Needs Child](https://www.lantzlawinc.com/estate-planning/how-to-leave-an-inheritance-for-your-special-needs-child/) - Keeping your special needs child secure after you are gone takes special planning. The right techniques can ensure both your child’s well-being and your peace of mind.
- [Loaning Family Money – What You Need To Know](https://www.lantzlawinc.com/estate-planning/loaning-family-money/) - Loaning Family Money – What You Need To Know Loaning Family Money – What You Need To Know Written By: The American Academy of Estate Planning Attorneys People lend money to family members for a variety of reasons.
- [Sometimes “No” is the Best Answer](https://www.lantzlawinc.com/estate-planning/answer/) - Just because you receive an inheritance does not mean you have to accept the assets. You have the right to disclaim the inheritance, which can be beneficial in some circumstances.
- [Facing Reality: The Essence of Family Business Succession Planning](https://www.lantzlawinc.com/estate-planning/facing-reality-essence-family-business-succession-planning/) - It’s no secret that a business owner must face the reality of what will happen to their company upon their death. Are you prepared to consider the many factors of family business succession planning?
- [My Will and Trust are Complete, Do I Still Need an Attorney?](https://www.lantzlawinc.com/estate-planning/trust-complete-attorney/) - If you’ve already created your Will or Trust, chances are that most people think they’ll no longer need the advice of an estate planning attorney. However, even minor life changes may require attention in your plan. Find out why it’s absolutely essential to review your Will or Trust periodically with an experienced estate planning attorney.
- [What Does it Mean to Leave a Legacy?](https://www.lantzlawinc.com/estate-planning/leave-legacy/) - We all want to leave a lasting legacy for our children and grandchildren, but it can be easier said than done. In this article, find out how legacy wealth planning can go beyond basic estate planning to provide your loved ones with a true legacy, rather than a set of inheritances.
- [Include Personal Property When Creating Your Estate Plan](https://www.lantzlawinc.com/estate-planning/include-personal-property-creating-estate-plan/) - Even with extremely careful planning, people can often neglect to outline who should receive their family heirlooms and emotionally valuable property. Find out what you can do to avoid unnecessary feuds over your tangible personal property and help prevent potential family conflict.
- [Planning for a Stress-Free Vacation](https://www.lantzlawinc.com/estate-planning/planning-stressfree-vacation/) - While many people plan out their vacations in great detail, they may be forgetting to address what to do if the unexpected happens while they're out of town. Find out how setting an estate plan in place, even a basic one, can minimize your worries about those “what if’s,” and enjoy that vacation you’ve been dreaming of.
- [Choosing a Trustee: The Relationship Matters](https://www.lantzlawinc.com/estate-planning/choosing-trustee-relationship-matters/) - Selecting your trustee is a critical decision because that person will be responsible for making sure your wishes are carried out in your estate plan. But what should you do if there’s tension between that person and other family members? Find out why relationships matter when selecting your trustee.
- [How Life Insurance Can Fund Your Charitable Legacy](https://www.lantzlawinc.com/estate-planning/life-insurance-fund-charitable-legacy/) - One method for making sure you leave a lasting charitable legacy is to let a life insurance policy do the work for you. Here's how.
- [This New Year, Resolve to Plan Your Estate](https://www.lantzlawinc.com/estate-planning/year-resolve-plan-estate/) - What are your New Year’s resolutions this year? Ever thought about adding estate planning to the list? You should; and here’s how to do it.
- [Next Generation Planning for Your Family Business](https://www.lantzlawinc.com/estate-planning/generation-planning-family-business/) - Many business owners spend so much time working in the business on day-to-day tasks that they forget to ask one essential question: "What will happen to my business after I'm gone?" Most family-owned businesses fail to outlive their owners. Learn how you can help your business survive you.
- [Proper Planning Protects Your Vacation Home](https://www.lantzlawinc.com/estate-planning/proper-planning-protects-vacation-home/) - Your vacation home is a source of countless cherished family memories, and you may want to keep the property in the family, for your children and grandchildren to enjoy even after you’re gone. However, without proper planning, your vacation home can become a source of conflict for your loved ones. Learn how good planning can protect your vacation home for future generations.
- [Fair Does Not Always Mean Equal](https://www.lantzlawinc.com/estate-planning/fair-equal/) - It’s something you figure out early in your role as a parent: treating your children fairly does not always mean treating them exactly equally. The fair vs. equal dilemma extends far beyond the days of mediating sibling squabbles and enforcing bedtimes. Sometimes in estate planning, as in parenting, fair does not necessarily mean equal.
- [How to Avoid an Estate Planning Scam](https://www.lantzlawinc.com/estate-planning/avoid-estate-planning-scam/) - Did you know that estate planning scams are becoming more and more common? Here are three tips for making sure you are never a victim.
- [Which Costs More: Probate or Trust Administration?](https://www.lantzlawinc.com/estate-planning/costs-probate-trust-administration/) - A Living Trust can help you avoid probate, but does it really save you money? Let's compare the cost of administering a Trust with the cost of probating a Will.
- [Common Estate Planning Terms You'll Want To Know](https://www.lantzlawinc.com/estate-planning/common-estate-planning-terms/) - Most people won’t be familiar with legal terminology if it’s their first time considering a visit to an estate planning attorney. Before a consultation, review this short list of common estate planning terms to help you prepare and feel more comfortable as you begin to create your plan.
- [How to Include Service Providers in your Estate Plan](https://www.lantzlawinc.com/estate-planning/include-service-providers-estate-plan/) - We typically have several companies or individuals who provide important services in our day-to-day life. Would your Trustee know who to contact in order to make sure everything from your home to your medical care continues to run smoothly if you were no longer able to? Find out what to consider when creating a list of important “service providers” when creating your estate plan.

## News and Event

- [We Dodged the Fiscal Cliff – How the New Tax Bill Affects You](https://www.lantzlawinc.com/news-events/dodged-fiscal-cliff-tax-bill-affects/) - In case you haven’t heard, the New Year brought a new law recently signed by the President. To avoid the country from falling off the “fiscal cliff,” the “American Taxpayer Relief Act” was approved on New Year’s Day.
- [The Estate Tax Ball is About to Drop!](https://www.lantzlawinc.com/news-events/estate-tax-ball-drop/) - There are only a few days left before the clock strikes midnight on December 31st and the tax law changes. Or will it?
- [Our New Website is Live!](https://www.lantzlawinc.com/news-events/our-new-website-is-live/) - Our mission is to arm consumers and professional advisors in our community with the information needed to make informed decisions about their family's and client’s future. With that purpose, we are pleased to announce the rollout of our new and improved Estate Planning website!
- [Important Information: California Company Targeting Southcoast Seniors-- Soliciting Money with Misleading Recorded Deed Notice](https://www.lantzlawinc.com/news-events/important-information-california-company-targeting-southcoast-seniors-soliciting-money-misleading-recorded-deed-notice/) - Important Information from Atty. Michael P. Coleman of Lantz Law, Inc. Do you enjoy paying for things that you can otherwise get for free? If not, please read on. A company located in California has recently mailed to one of our clients a document titled “Recorded Deed Notice." The company advertises a “Property Assessment Profile”,

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