ESTATE AND FINANCIAL PLANNING
Resources in this section contain information on estate planning, pensions,
wills, and tax issues of concern to older adults.
You may choose from the following areas of interest or scroll down:
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Federal Estate and Financial Planning Agencies
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Other Estate and Financial Planning Organizations
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Other Estate and Financial Planning Resources
- Administration On Aging
http://www.aoa.dhhs.gov
- Employee Benefits Security Administration (EBSA)
http://www.dol.gov/ebsa
(formerly the Pension and Welfare Benefits Administration)
- An agency under the Department of Labor, the Employee Benefits Security
Administration (EBSA) has oversight as to pensions, health plans and other
employee benefits. This resource provides information on compliance assistance,
consumer health and pension plans, text of speeches and testimony, and much
more.
- Internal Revenue Service
http://www.irs.ustreas.gov/
- The Internal Revenue Service (IRS), part of the Department of the Treasury,
collects the nation's taxes and administers the Internal Revenue Code. The
website offers access to tax forms and publications, frequently asked questions,
news releases, and information on such topics as current filing season tips,
criminal investigations, and tax shelters.
- Pension Benefit Guaranty Corporation
http://www.pbgc.gov
- The Pension Benefit Guaranty Corporation (PBGC) is a federal corporation
created by the Employee Retirement Income Security Act of 1974 (ERISA). Its
Board of Directors consists of the Secretaries of Labor, Treasury, and Commerce.
The PBGC protects the retirement incomes in more than 31,000 defined benefit
pension plans. The website offers access to news releases, speeches and testimony,
newsletters, laws and regulations, PBGC opinion letters, and forms.
- U.S. Department of Veterans Affairs
http://www.va.gov/
- This site contains a description of veterans' benefits and eligibility
information.
- U.S. Securities and Exchange Commission
http://www.sec.gov
- The primary mission of The Securities and Exchange Commission (SEC) is to
protect investors and maintain the integrity of the securities markets. It
oversees stock exchanges, broker-dealers, investment advisors, and other
participants in the securities market; it promotes disclosure of important
information; enforces the securities laws; and protects investors. The website
offers links to investor information, online publications, news and public
statements, regulatory actions, litigation proceedings, and much more.
- SEC Filings & Forms (EDGAR)
http://www.sec.gov/edgar.shtml
- EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system,
performs automated collection, validation, indexing, acceptance, and
forwarding of submissions by companies and others who are required by law to
file forms with the SEC. Registration statements, periodic reports, and other
forms are available through EDGAR.
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OTHER ESTATE AND FINANCIAL PLANNING ORGANIZATIONS
- American Association of Retired People
http://www.aarp.org
- American Bar Association
http://www.abanet.org
- ABA's Section of Real Property, Probate and Trust Law
http://www.abanet.org/rppt/home.html
- The focus of this web site is on information of interest to lawyers
involved in real property, probate and trust law. It offers information on how
to subscribe to section listservs, listings of section publications, and links
to related resources.
- The American College of Trust and Estate Counsel
http://www.actec.org/
- The American College of Trust and Estate Counsel is a "nonprofit mutual
benefit corporation organized under the laws of the State of California"
offering membership to selected individuals active in field of trusts and
estates. This site offers a "What's New" column featuring full text of selected
IRS provisions, reports of the College and a "web site of the week." A portion
of the site is restricted to members.
- National Association of Financial and Estate Planning
http://www.nafep.com/
- The National Association of Financial and Estate Planning is a "private
association created for the purpose of developing the best financial, estate and
business planning tools available." The board of advisors consists of lawyers,
certified estate advisors, and certified public accountants. The web site is
geared to the consumer and offers information in these areas: general estate
planning concerns, asset protection, capital gains tax deferral, business
entities and protections.
- National Network of Estate Planning Attorneys
http://www.netplanning.com
- The National Network of Estate Planning Attorneys is a "cooperative alliance
of nationally recognized estate planning attorneys" founded by Robert A Esperti,
Esq. and Renno L. Peterson, Esq. Information includes membership, upcoming
events, and links to related resources. Portions of the web site are restricted
to members.
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OTHER ESTATE AND FINANCIAL PLANNING RESOURCES
- Brady, Nordgren, Klym & Morton – Estate Planning Learning Center
http://www.estateplanning.com/bradynordgren
(web site formerly R. Daniel Brady’s Estate Planning Learning Center)
- This Raleigh, North Carolina law firm website offers the Estate Planning
Learning Center featuring frequently asked questions on various trusts and
estate tax issues, online presentations, an estate tax calculator, links to
recent articles on estate planning topics, and free learning kits.
- California Estate Planning, Probate & Trust Law
http://www.ca-probate.com/
(web site not available as of April 2005)
- This web site is sponsored by the Castleman Law Firm in Pleasanton,
California. The site provides discussion of California forms for wills, powers
of attorney, and living wills. Links to web sites and a list of U.S. estate
planning, probate and trust attorneys, with web sites, is included.
- Recent Estate Planning Newsletter Articles
http://www.ca-probate.com/news_idx.htm
(web site not available as of April 2005)
- The website offers links to full text of articles related to estate
planning.
- CarePlanner
http://www.careplanner.org/default.htm
- CarePlanner is a free online website created by Clinical Tools, Inc., a
physician-owned, multimedia company based in Chapel Hill, N.C. Much of the
content at this website was formerly in Senior Care Web, also created by Clinical
Tools, Inc. Users fill out a series of questionnaires regarding such things as
finances, health, living arrangements. Based on information provided by the user,
CarePlanner will create individual Advice Reports analyzing living and care
options. The site includes worksheets, checklists, and links to related resources.
- Robert Clofine's Estate Planning Page
- Clofine, a York, Pennsylvania attorney, focuses his practice on several areas
of law: estate planning, elder law, real estate, and business matters. The
articles at this web site are written for the consumer and include information
on estate planning, powers of attorney, estate taxes, will substitutes,
inheritance tax, lifetime gifts, and living trusts. Updates are made frequently.
- Court TV Elder Law Center
http://www.courttv.com/legalhelp/elder
(web site not available as of April 2005)
- Court TV Online offers summaries of Court TV trials, verdicts from famous
cases, and information about cases in the current news. It also has The Elder
Law Center which provides basic information, excerpts taken from The Court TV
Cradle-to-Grave Legal Survival Guide, on wills and trusts, probate, and
property distribution.
- Crash Course in Wills and Trusts: the Information You Need to Plan an Estate of
any Size
- Mike Palermo has a law practice in Lexington, Kentucky. This web site,
created June, 1996, is a product of an adult education course developed by
Palermo. It offers a practical guide to estate planning for the consumer and
covers a variety of topics including wills, trusts, living trusts, tax issues,
probate procedures, and estate planning tools.
- Elder Law Answers
http://www.elderlawanswers.com/default.asp
- Elder Law Answers, created and managed by Harry S. Margolis, partner in the
Boston law firm of Margolis & Cohen, "supports seniors, their families, and
their attorneys." The website contains information on legal issues related to
senior citizens, an elder law attorney directory, an FAQ section, and links to
elder law resources. The Ask Harry section provides a forum for exchanging
questions, experiences and news with other website users.
- The Elder Law Firm of Marshall, Parker & Associates
- This long-established Pennsylvania elder law firm's Web site provides information for people over age 50, their families and for those professionals who provide services to them,
including information about finding and financing long term are, home care options and nursing home planning, Medicaid (Medical Assistance), Medicare, and other issues that confront a family when a spouse or parent needs care and assistance.
- ElderWeb
- This site provides links to articles, directories, and organizations related to estate planning.
- Estate Planning Links Web Site
- This webpage is maintained by Dennis Toman at Booth Harrington Johns & Toman, LLP in Greensboro, North Carolina. This web site provides an extensive
list of estate planning links of interest to professionals involved in estate
planning. These links are grouped by topics such as tax; estate planning; elder
law; specialty topics; probate and living trust issues; and useful resources.
Updates are made on a regular basis.
- Flying Solo
- Flying Solo, the Life Management Resource for divorce and
separation issues, is co-authored by Jan L. Warner, a divorce lawyer, and Jan Collins, an
editor and writer. The web site, based on a weekly national newspaper column distributed
by Knight-Ridder Tribune News Service, covers topics dealing with separation and divorce, custody and
visitation, estate and health planning, and retirement issues. Some materials are available to members only.
- Legal Information Institute: a Research Activity of the Cornell Law School
- The Legal Information Institute (LII), founded by Thomas Bruce and Peter
Martin in 1992, is a non-profit activity of the Cornell Law School. It contains
full text of U.S. Supreme Court and other federal court cases , U.S. Code, CFR,
Federal Register and links to other federal materials. It also provides access
to full text of state and international legal materials. The site can be
searched by keyword, jurisdiction, or browsing the list of law topics. The site
also features a "spotlight" of current legal events in the news. Browse the law
topics,
Estate and Gift Tax,
Estate Planning, and
Estates and Trusts, for full text
of federal laws, regulations, and court decisions, as well as links to estate resources.
- David W. Moltzen, Law Offices
- Moltzen practices law in San Mateo, California. His practice focuses on the
areas of estate planning, business planning, and taxation issues. Interesting
mix of articles from a California probate perspective including, federal and
estate gift tax, living trusts, durable powers of attorney, estate planning
tips, and frequently asked questions.
- NextSteps
http://www.lifemanagement.com/nextsteps/
- NextSteps, the Life Management Resource for Elderly and Disabled Issues, is
co-authored by Jan L. Warner, an elder law and tax lawyer, and Jan Collins, an
editor and writer. The web site is based on the popular national newspaper
column syndicated by United Features Syndicate. Topics include: dealing with
aging, caregiving, living wills, estate planning, elder abuse, and much more.
Some sections of the web site may be restricted to members.
- Nolo's Legal Encyclopedia: Nolo's Law Centers: Wills & Estate Planning
http://www.nolo.com/lawcenter/index.cfm/catID/FD1795A9-8049-422C-9087838F86A2BC2B
- Nolo Press, started by two Legal Aid lawyers, specializes in producing
self-help law books and audio-visual products. The Law Center: Wills and Estate
Planning web site contains information for wills, trusts, living wills, powers
of attorney, and healthcare directives.
- PALawHELP.org
http://www.palawhelp.org/PA/index.cfm/County/%20/demoMode/%3D%201/Language/1/State/PA/TextOnly/N/ZipCode/%20/LoggedIn/0/so/1
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PALawHELP.org is a free service funded by a grant from the Legal Services
Corporation and supported by Pennsylvania Legal Services. Pennsylvania Legal
Services and Neighborhood Legal Services Association maintain the web site,
created by Pro Bono.net. This guide to legal information and free civil legal
services is arranged in broad categories such as consumer, disability, elder law,
health care, immigration, public benefits, children and families, education,
employment, housing and shelter, migrant issues, and veteran issues.
- Pennsylvania Elder, Estate Planning and Fiduciary Law
- A blog and resource by a practicing and teaching lawyer in Pennsylvania for law students, consumers, and professionals
about Elder Law, senior lifestyles, long-term care, "End-of-Life" and health care surrogate decision-making, estate and
personal planning, fiduciary administrations (by agents under powers of attorney, custodians, guardians, executors/administrators,
and trustees), elders' dispute resolution, and Orphans' Court litigation in this Commonwealth, with reference to trends nationally.
- Pennsylvania Estate and Trust Cybrary
- Daniel B. Evans has his law offices in Philadelphia, Pennsylvania. His
practice focuses on the areas of: estate planning, corporate and partnership
planning, estate and trust administration, and charitable organization issues.
This web site contains articles on general estate planning and Internet
research. Links to other state and federal resources are included. It also
contains articles related specifically to Pennsylvania estate planning and
probate. Full text of selected Pennsylvania laws and court rules and links to
Pennsylvania resources are provided.
- Pennsylvania HealthCare DecisionMaking
- This website focuses on individual and representative health care decision-making, involving aging, medical,
and "end-of-life" decisions, in Pennsylvania (under Act 169 of 2006, effective January 29, 2007), with reference to
trends nationally.
- Pillsbury, Madison & Sutro's Estate Planning Memoranda
- The material at this site was prepared by the estate planning group of this
national law firm. This site contains information on estate and gift planning
issues. Issues include: general rules applicable to gift giving, general rules
applicable to gifts to minors, living trust alternative to will, generation
skipping transfer tax, personal residence grantor retained income trust, and
estate planning for non-citizens.
Layne Rushforth's Estate Planning Pages
- Rushforth has his law offices in Las Vegas, Nevada. The articles at this site
provide an overview of estate planning covering such topics as: goals and tools
of estate planning, trusts, gifts, and estate freezing techniques. A list of
current developments and links to related resources are included.
- Senior Law Home Page — Estate Planning Resources on the Web
- This site contains links to estate planning resources.
- Stetson University Elder Law Center
- The Elder Law Center at Stetson University College of Law was established in
1995. It maintains a web site where current cases and materials pertaining to
aging can be found as well as extensive links to other related sources including
links to estate planning resources.
- Kenneth A. Vercammen, Esq. Homepage
- Vercammen has his offices in New Jersey. This web site is arranged in broad
subject areas including elder law & wills with discussions of living wills,
powers of attorney, executor duties and responsibilities, probate, trusts,
letters of instruction, Medicaid, life insurance trusts, and long term care
insurance.
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Please send questions, comments, and requests for additional
information to
Cecily Giardina.
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