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Author Archives: Jay Butchko

SignatureInfluence

Avoiding Challenges Of Undue Influence When Making Your Estate Plan

By Samuel Ford Law |

When our parents or other loved ones get older, they start to need our help more and more. And one thing that you may want to help elderly relatives with, is creating an estate plan. The advice and push to have older relatives create an estate plan, is a smart idea. But what many… Read More »

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Mistakes3

Don’t Make These Estate Planning Mistakes

By Samuel Ford Law |

When you do your estate plan, you may think it’s a relatively easy process—after all, all you do is take all your stuff, and write down who you want it to go to, rights? Well, actually, despite the fact that this is, at the core, what estate planning is, there are actually a lot… Read More »

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ArtPiece

Valuing And Appraising Artwork In An Estate

By Samuel Ford Law |

When an estate is opened in probate court, the value of most of the items in an estate need to be valued. That may be for creditors, for tax or IRS purposes, or for the purpose of eventual liquidation, if property will be sold for funds. The Problem with Artwork For some items, it… Read More »

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Assets4

Think About What Assets You Are Leaving In Your Estate Plan

By Samuel Ford Law |

When you make an estate plan, it can be very easy and very tempting to just take everything that you own, and divide it amongst your family—especially if you don’t have a lot of assets, or if you don’t have a lot of family. We often give thought to our family, and who needs… Read More »

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BadApple

Can You Omit A Child From Your Will Or Estate Documents?

By Samuel Ford Law |

There are certain times and certain situations, where, when you are making your estate plan, you may want to omit one of your biological children from that estate plan, or else, leave to them an inheritance that is significantly less than that of your other children. This can happen for a number of reasons…. Read More »

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KnowRights2

Trust Beneficiaries And Heirs Have Rights

By Samuel Ford Law |

If you are the beneficiary of a trust, in some ways, you may feel kind of hopeless, or at least, powerless. Your inheritance is based on instructions left in the trust to a trustee—or in other cases, what you get and when, may be totally dependent on the trustee’s discretion, if the trust gives… Read More »

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Wait

Inheritance Theft: Don’t Be A Victim

By Samuel Ford Law |

We often don’t think of inheritances as something that could actually be stolen. After all, there’s a will, or a trust, and possibly, a judge looking over a probate action if there is one, and so if you are entitled to receive assets from an estate, you are reasonably certain you will get what… Read More »

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AbleAccount

ABLE Accounts Can Help Protect Vital Government Benefits

By Samuel Ford Law |

People with disabilities have a unique problem, when it comes to estate planning and planning for their future. On the one hand, like anybody else, they want to plan for their future—in fact, because of the potentially increased need for health care, assistance, or assisted living, they may have an even greater need to… Read More »

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Taxes9

Gift Property Or Leave It In Your Estate Plan? There Could Be Tax Consequences

By Samuel Ford Law |

Let’s say that you are leaving a good amount of property to your beneficiaries. You are concerned about the tax implications of leaving so much property to your family or heirs. So, you decide, why don’t you just gift the property to them now, and avoid those pesky estate taxes? Problems in Gifting The… Read More »

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SafeDepositBox

Include Safety Deposit Boxes In Your Estate Plan

By Samuel Ford Law |

Although we do live in a digital age, and it seems like everything we own is online, there are still physical objects and possessions, and those objects are sometimes stored in safe deposit boxes in banks and other similar institutions. The items in these boxes may have significant value, or they may only have… Read More »

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