In this post we address ten frequently asked estate planning questions. When the questions are state-specific, I’ll be giving the fast, anti-blabber, Louisiana answer. The following are the questions addressed in the video: 1. What is difference between a will and a trust? 2. What happens if I die without a will? 3. Do I need a power of attorney? 4. Do I need an estate plan if I’m not rich? 5. Does my will control my retirement accounts? 6. How do I protect my estate if I go into nursing home? 7. What’s the death tax? 8. How do [More]
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A short series of basic bookkeeping and accounting questions. All answers can be found on my blog at Create a bookkeeping spreadsheet using Microsoft Excel 30 Free Day Trial on KashFlow Accounting Software Free Bookkeeping and Accounting Course Try Crunch Accounting Software! Learn more at
The question and answer sections were the focus of this estate planning seminar held in July 2012. Richard S. Land, attorney and member of Chipman, Mazzucco, Land & Pennarola, LLC, Danbury, Connecticut, made the presentation in five parts, each part building on the preceding one and followed by a question and answer session. Part One (and the Part One Q&A) covers: Will basics; consequences of not having a Will, the difference between probate property and nonprobate property; trusts; guardians; and executors. Part Two (and the Part Two Q&A) covers: federal and Connecticut estate taxes and estate tax “exemptions”; the “portable” [More]