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Articles

Estate and Tax Planning: Approaches & Opportunities in 2012 – Becker & House

Estate and Tax Planning: Approaches & Opportunities in 2012
By Allison E. Evans, Becker & House, Scottsdale LIVING WELL Magazine
As we continue to move forward in 2012, there are a number of favorable federal tax provisions of which any financially-conscious reader should be made aware. Moreover, given that these tax provisions are set to expire at the end of the year, the amount of time to take advantage may be quickly running out. […]

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Goldberg Law on how the new tax laws affect you – LIVING WELL Magazine

THE NEW TAX LAW – What it means to You

By Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine

On December 17, 2010, Congress passed, and President Obama signed, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the “Act”). This article provides a brief summary of the Act in the areas of income, estate, gift and generation skipping taxes. […]

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Douglas G. Goldberg, Esq., on charitable giving – LIVING WELL Magazine

Charitable Giving
By Douglas G. Goldberg, Esq., Colorado Springs LIVING WELL Magazine
“No person has ever been honored for what he received. Honor is our reward when we give.” – Calvin Coolidge, former President of the United States

Contrary to popular belief, you don’t have to be John D. Rockefeller or Bill Gates to be involved in philanthropy. Men and women of all ages, races, religions, and financial status give. Whether they give several hundred thousand dollars to a major building project or provide a meal for the elderly lady who lives down the street, doing well by doing good is running rampant in our country.
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Davidge & Wright, L.P., on the perils of do-it-yourself wills and trusts – LIVING WELL Magazine

Do It Yourself?
By Miller Davidge, Davidge & Wright, Denton LIVING WELL Magazine
There are many reasons people don’t hire an attorney to prepare their wills and other estate papers. Some people want to keep everything private, and are afraid of disclosure to any third person, even a lawyer. Sometimes people don’t want to appear uneducated (people who have not seen me try and change the oil in my car or program my electric coffee maker). […]

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Chayet & Danzo, LLC, on estate plans – LIVING WELL Magazine

“How do I know if I need to update my Estate Plan?”

By Frank J. Danzo, III, Esq. and Marco D. Chayet, Esq., Chayet & Danzo, LLC
1. You or a close family member are over age 45

If you or a close family member are older than age 45, you may not be able to make decisions on behalf of yourself or the family member unless you plan ahead. […]

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Hammerle Finley Law Firm on the ABCs of Probate – LIVING WELL Magazine

The ABCs of Probate
By Virginia Hammerle & Rob Morris, Hammerle Finley Law Firm, Denton LIVING WELL Magazine
A wise old lawyer once said, “In criminal law, you deal with the worst of people on their best behavior. In probate law, you deal with the best of people on their worst behavior.” […]

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Lori A. Leu & Associates talks elder law – LIVING WELL Magazine

What is Elder Law?
By Lori A. Leu, Collin and North Dallas LIVING WELL Magazines
So often people will say that they did not know they needed an attorney who practices elder law, or even that such an area of the law exists. Elder law is not a new type of law, but it is a relatively new way to bring several areas of the law together to benefit a particular group of people – older adults. […]

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Paul Mitchell, CELA: Medicaid will take my house and other misconceptions for spouses – LIVING WELL Magazine

Medicaid Will Take My House and Other Misconceptions for Spouses
By Paul Mitchell, CELA, East Denver LIVING WELL Magazine
Many of my clients are wives of the recipients of Medicaid. They have heard from their friends and social workers that Medicaid will take their house from them, that they must live on their own income without the support of their husbands and that they face bankruptcy because of the cost of their husbands’ care. […]

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Craig Watson on what happens if you don't have a power of attorney – LIVING WELL Magazine

What Happens if You Don’t Have a Power of Attorney?
By Craig Watson, Texoma LIVING WELL Magazine
My spring 2011 article, which appeared in this column, extolled the benefits of a durable power of attorney (POA). Every estate plan should include a POA. […]