This is Kiernan Waters's Typepad Profile.
Join Typepad and start following Kiernan Waters's activity
Join Now!
Already a member? Sign In
Kiernan Waters
Annapolis
Recent Activity
Image
Planning your own funeral sounds morbid, but if you think of it as a gift that alleviates pressure and decision making for your loved ones during a very difficult time, it might make it easier to move forward. Usually the call comes to the estate planning attorney from a child... Continue reading
Image
A district court decision that granted the trust that owns Hobby Lobby a $3.2 million refund has had its decision overruled by the Tenth Circuit. That refund claim by the largest privately-owned arts and crafts retailer had been based on charitable contributions of appreciated property. Started as a home business... Continue reading
Image
This is easier in some families than others, but discussing your parent’s estate plan and assets while they can still have that conversation is important for millennials. Think of it this way: you can have an awkward conversation with your parents now and everyone can get more comfortable with the... Continue reading
Image
State laws vary, so be sure to check with an estate planning attorney if you are leaving assets to family members who are not children or parents. Inheritance taxes in different states treat different family members differently, so you’ll want to plan this in advance to avoid saddling beloved nieces... Continue reading
Image
An “Integrity Monitor” or independent fiduciary can oversee the investment program and the service providers retained to implement the program on behalf of the trust. It’s a good idea for the trust itself and for the trust beneficiaries. A cautionary article in Forbes, “Trusts, Special Needs Trusts, Family Offices All... Continue reading
Image
A large and unwieldy tax bill was signed into law, drafted quickly and is bringing large changes to how American businesses and Americans pay their taxes. But what will it mean to you, your paycheck and your family? The Chicago Tribune takes a detailed look at how the new tax... Continue reading
Image
With the exploitation of seniors adding up to millions in losses for families, businesses and government, the state of Maryland is taking steps to raise awareness of elder financial abuse. One in five adults age 65 and older have become victims of elder financial abuse in Maryland, as reported in... Continue reading
Image
Probate courts encounter all kinds of odd scenarios, but after one hearing in a Los Angeles courtroom, this estate battle has taken a different kind of twist. Two people – a long-time prison pen pal and a grandson of Charles Mason—are awaiting decisions from Probate Judge David J. Cowan concerning... Continue reading
Image
Government benefits for special needs individuals are needs-based, so any change in their financial situation could make them ineligible for benefits. Grandparents who want to be generous to their special needs grandchildren, are often surprised when the child’s parents tell them not to. With number of disabled individuals five years... Continue reading
Image
The rules for different types of trusts and Medicaid vary. Before undertaking a Medicaid application, you will want to understand what kind of trust you or the applicant has, who owns it and how it is funded. Strict income and asset limitations are part of the guidelines when applying to... Continue reading
Kiernan Waters is now following The Typepad Team
Feb 2, 2018