» Estate Planning Law

Palo Alto, CA (Law Firm Newswire) January 30, 2015 – According to estate planning professionals, an increasing number of high-net-worth individuals are limiting how much money they leave to their children. The most famous example of this might be Warren Buffet, who has said publicly that he does not want to leave his children so much money that they do not need to do anything with their lives. Similarly, Bill Gates has said that he plans to donate almost all of his multi-billion dollar fortune to charity, leaving about $10 million to each of his three children. Estate planning attorney […]


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Virginia Beach, VA (Law Firm Newswire) January 26, 2015 – ]With a baby on the way, new parents should prioritize making a basic estate plan. An estate plan is one of the most important building blocks for a growing family. “In the midst of all the other changes associated with becoming a new parent, an estate plan is essential to protect your children in case anything should happen to you,” said Andrew H. Hook, a Virginia estate planning attorney with Hook Law Center, which has offices in Virginia Beach and northern Suffolk. An estate plan can ensure that children will […]


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Virginia Beach, VA (Law Firm Newswire) January 23, 2015 – Permanent life insurance policies can be used not just to guarantee income for one’s heirs in the case of untimely death, but to fund retirement. Policyholders can withdraw from the policy’s cash reserve in certain circumstances. “Using life insurance to fund retirement is not for everyone, but it can be a valuable strategy for people who have maxed out other retirement accounts and who can afford a policy,” said Andrew Hook, a Virginia elder law attorney with Hook Law Center, which has offices in Virginia Beach and northern Suffolk. Life […]


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Palo Alto, CA (Law Firm Newswire) January 16, 2015 – According to a recent report in the Wall Street Journal, wealthy families are increasingly setting up private trust companies to manage their assets, rather than using traditional trust companies. “Private trust companies offer families more flexibility and more control,” said Michael Gilfix, a Palo Alto estate planning attorney with Gilfix & La Poll Associates LLP. “It is easy to see why more and more super-wealthy families are selecting this option, although there are potential downsides.” One reason many families choose to create a private trust company, reports the Wall Street […]


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Virginia Beach, VA (Law Firm Newswire) January 16, 2015 – It is often necessary for individuals to cut down on their expenses once they retire. Planning to reduce or cut out certain expenses can be an important part of a retirement plan, improving a person’s financial security without requiring them to cut out vital resources. “Many times, expenses that were reasonable while one was working do not make sense after retirement,” said Andrew H. Hook, a Virginia estate planning attorney with Hook Law Center, which has offices in Virginia Beach and northern Suffolk. Many people can save on transportation and […]


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Ontario, CA (Law Firm Newswire) January 15, 2015 – The California trust, estate, and probate litigation firm of Albertson & Davidson, LLP is pleased to announce that attorney Mark Perryman has been promoted to equity partner. Additionally, Mr. Perryman will be filling the newly created role of Chief Litigation Operations Officer, in which he will be overseeing the billable operations of the firm with direct oversight of all attorneys and paralegals across the firm’s various offices. Mark Perryman is a skilled litigator who has a strong competitive background, as evidenced by his successful career as a college athlete. After being […]


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Virginia Beach, VA (Law Firm Newswire) January 9, 2015 – As parents age, a wide range of challenging subjects arise, including the need to care for a parent with ailing health. The difficulty associated with these subjects and the changing nature of the relationship between older parents and their adult children can make communication a challenge. Learning how to talk to older loved ones about difficult subjects can help ensure that important issues are addressed and conflict is minimized. “How families approach these challenging subjects plays a big role in whether or not a resolution is found,” said Andrew H. […]


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Palo Alto, CA (Law Firm Newswire) January 2, 2015 – A recent article in the Wall Street Journal describes a transformation in estate planning for individuals or couples who have significant assets, but who are not subject to the federal estate tax. With a federal estate tax exemption set at more than $5 million per individual — a figure set to rise — tax reporter Laura Saunders says that capital gains taxes are now the driving concern in estate planning for many affluent Americans. “Saunders is absolutely right to point out that, particularly for Californians, capital gains taxes can pose […]


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Virginia Beach, VA (Law Firm Newswire) January 2, 2015 – Emotions can play a substantial role in making decisions about long-term care. Planning after seeing a loved one decline in health may drive some people to seek long-term care insurance, but they should also consider their finances rationally. “Planning for long-term care means accepting that your health may decline to the point that you can no longer care for yourself,” said Andrew H. Hook, a Virginia elder law attorney with Hook Law Center. Often, people avoid thinking about long-term care because they would like to believe that they will never […]


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Virginia Beach, VA (Law Firm Newswire) December 29, 2014 – Assisted living facilities are designed to provide residents with help with daily activities while allowing them to retain their independence as much as possible. As a person considers moving to an assisted living facility, he or she should thoroughly research the options in order to choose a facility that best meets all needs. “One of the most important things to consider is what kind of assistance you will need. Cooking, using the restroom, bathing, dressing, and managing medications are common areas of assistance,” said Andrew Hook, a Virginia elder law […]


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Virginia Beach, VA (Law Firm Newswire) December 23, 2014 – As individuals age and live with chronic illnesses, their medical and personal care needs can become complex. Geriatric care management services help older adults and their loved ones coordinate all aspects of care. “Geriatric care managers have extensive knowledge of elder issues and the resources in the community. They can help seniors and their loved ones find and access needed services,” said Andrew Hook, a Virginia elder law attorney with Hook Law Center, which has offices in Virginia Beach and northern Suffolk. Broadly speaking, a Geriatric Care Manager’s (GCM) role […]


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Redwood City, CA., (Law Firm Newswire) December 19, 2014 – Albertson & Davidson, LLP, a multi-office California law firm that works primarily in Trust, Estate, and Probate law is pleased to announce that they have added attorneys Evan and Heather Côté to their impressive roster of lawyers. This husband and wife power couple is poised to help the firm provide even more clients around California the top-notch legal counsel and representation it has provided since 2008. Originally from Utah, Heather Côté came to Southern California more than 10 years ago and is dedicated to serving her adoptive community as an […]


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Congress has passed a new law allowing individuals with disabilities and their families to create tax-free savings accounts. Virginia Beach, VA (Law Firm Newswire) December 18, 2014 – The Achieving a Better Life Experience or ABLE Act passed Congress and is expected to be signed by President Obama. The law allows family members of individuals with disabilities to deposit funds in special accounts, the income for which will remain tax-free, provided it is spent on qualified expenses such as housing, health care, education and transportation. “This is great news for people with special needs and their families,” said Andrew H. […]


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Tampa, FL (Law Firm Newswire) December 18, 2014 – Featured in the latest issue of Bigger Law Firm (BLF) magazine is a series of seriously helpful articles to help a busy law firm grab hold of new and promising developments. Find out how a law firm can maximize its exposure by using LinkedIn’s newest and very powerful free blogging platform. Kerrie Spencer explores the useful long-form post and how it becomes a part of a law firm’s profile. Launched in early 2014, the new platform is an ideal way to help build authority in a legal niche, such as medical […]


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San Francisco, CA (Law Firm Newswire) December 18, 2014 – Custom Legal Marketing (CLM) today announced that through January 1, 2015, it will offer its CLM Flagship custom marketing plan to law firms for just $3500 a month. This offering saves law firms 30% or more on CLM’s premier legal marketing product. CLM’s Flagship is built to deliver large-scale growth in quality lead flow for law firms, using a radically new approach to digital marketing. “CLM knows that efficiency and growth are extremely important to law firms, and this special Flagship offer helps them achieve both,” says Jason Bland, CLM […]


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San Francisco, CA (Law Firm Newswire) December 16, 2014 – Custom Legal Marketing (CLM) has announced that until January 1, 2015, any law firm that signs up for a legal marketing plan with CLM will get a custom app for their law firm at no additional charge. CLM’s legal marketing plans help law firms grow by using innovative digital strategies to increase quality lead flow. Because so much of the digital world is now on mobile devices, CLM founder Jason Bland says that a mobile app can be a huge asset to firms who want to grow. “A mobile app […]


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Virginia Beach, VA (Law Firm Newswire) December 15, 2014 – When a person becomes incapacitated and is no longer able to make medical, financial or legal decisions, it becomes necessary for another person to step in and make decisions on his or her behalf. Power of attorney and guardianship are two vehicles by which this may occur. A power of attorney is a legal document which a person uses to designate someone to act on his or her behalf if he or she is incapacitated. A power of attorney can be general, granting the agent power over all of the […]


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Ontario, CA., December 10, 2014 – The California law firm of Albertson & Davidson is pleased to announce that founding partner Keith Davidson has been named an Avvo excellent attorney for 2015. This honor recognizes Mr. Davidson’s superior legal advocacy, commitment to professionalism, and excellence as an attorney. Avvo is a private organization that rates lawyers and other professionals based on a proprietary algorithm that takes into account a variety of factors, including an attorney’s years of experience, professional achievements, disciplinary history, and his or her reputation in the legal community. In order to evaluate potential candidates, Avvo gathers data […]


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Moorestown, NJ (Law Firm Newswire) December 9, 2014 – For purposes of Medicaid long-term care services, New Jersey has always been an income cap state. That means that an individual’s income must not exceed 300% of the Federal Benefit Rate (FBR). Beginning January 1, 2015 that means that an individual’s monthly income cannot exceed $2,199. Historically, individuals in nursing homes were able to qualify for a “Medically Needy” program to spend their income down and qualify for Medicaid. Individuals requiring care in assisted living or at home were not eligible for the Medically Needy program and could not become eligible […]


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REDWOOD CITY, CA (Law Firm Newswire) December 5, 2014 – The California Trust, Estate and Probate litigation firm of Albertson & Davidson, LLP is pleased to announce that attorney Stewart R. Albertson will be the lead attorney at their newly opened office in the Bay Area. By expanding their geographical reach, Albertson & Davidson, LLP will be able to better serve its clientele and provide exceptional legal services throughout Northern California. As a founding partner of Albertson & Davidson, LLP, California lawyer Stewart R. Albertson is a seasoned Trust, Estate, and Probate litigation attorney who has obtained over $20 million […]


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