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Client Resources


Paley Law Newsletter:

April 2013 - “Estate Planning After ATRA - What Matters Now?”

October 2012 - “How Can You Benefit More By Making Larger Annual Exclusion Gifts in 2013?”

July 2012 - “If You Own Rental Properties or a Business, Are Your Personal Assets at Risk?”

May 2012 - “Will Your Estate Plan Still Work in 2013?”

April 2012 - “What is a Conservatorship and How Can You Avoid Becoming a Conservatee?”

March 2012 - “What is Probate (and Why Do You Want to Avoid It)?”

February 2012 - “How Do You and Your Spouse Own Your Home (and Why Does it Matter)?”

January 2012 - “Is a ‘529 Plan’ a Smart Way to Fund Your Child’s College Education?”

November 2011 - “Are Life Insurance Proceeds Taxable?”

October 2011 - “What is a Grantor Retained Annuity Trust (and why is now an exceptional time to create one)?”

September 2011 - “What is ‘Portability of the Deceased Spousal Unused Exclusion Amount’ (and do you still need...)?”

August 2011 - “Is Your Gift Taxable?”

July 2011 - “Are There Non-Economic Reasons to Create an Estate Plan?”

June 2011 - “Do You Need a Will or a Revocable Living Trust?”

  1. April 2011 - “Are You Happy With Your Current Estate Plan?”

  2. March 2011 - “Any Questions?”


The State Bar of California provides the following Consumer Education Pamphlets:

Do I Need Estate Planning?

Do I Need A Will?

  1. Do I Need A Living Trust?

  2. Kids & the Law: An A-to-Z Guide for Parents

  3. What Should I Know About Elder Abuse?


The American Bar Association provides the following publication:

Estate Planning FAQs


MyStateWill.com provides information about dying intestate, including an intestacy calculator:

  1. What Happens If I Die Without a Will?


The Tax Policy Center Explains Key Elements of Wealth Transfer Taxes:

How do the estate, gift, and generation-skipping transfer taxes work?

  1. Who pays the estate tax?

  2. How many people pay the estate tax?

  3. How could we reform the estate tax?

  4. What did the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) do to the estate, gift and generation-skipping

transfer taxes?

What is an inheritance tax?


Forbes Magazine Publishes a Map of the States With State Death Taxes for 2013

  1. The States With State Death Taxes for 2013


Recent Articles:

5 Things You Didn’t Know - but Should! - About Trusts - The Motley Fool - November 17, 2014

How to Keep Your Inheritance in a Divorce - The Wall Street Journal - November 9, 2014

9 Steps To Getting Your Estate Plan In Order - MarketWatch - November 3, 2014

The Digital Footprints That We Leave Behind - Forbes - October 31, 2014

The Ethical Will, an Ancient Concept, Is Revamped for the Tech Age - The New York Times - October 31, 2014

Gift Rap: A Glossary For Generosity - Forbes - October 10, 2014

Paying For College: What Every Parent (And Grandparent) Needs To Know About UTMA Accounts - Forbes - September 29, 2014

There’s More to Estate Planning Than Just the Will - The New York Times - September 5, 2014

IRAs And Trusts: What You Need To Know - Forbes - September 4, 2014

When Bad Things Happen To Good People With IRAs - Forbes - September 3, 2014

Coverage for End-of-Life Talks Gaining Ground - The New York Times - August 30, 2014

Two Documents Every 18-Year-Old Should Sign - Forbes - August 15, 2014

What’s Next For Robin Williams’ Family And Estate? - Forbes - August 12, 2014

6 Things to Consider When Estate Planning for Your Second Family - The Street - August 7, 2014

Getting Your Estate Plan Right; Parents With Disabled Children May Need More Than a Will - Wall Street Journal - August 2, 2014

What’s Almost as Certain as Death? Not Talking About the Inheritance - The New York Times - August 1, 2014

How Dying Too Rich Can Hurt You and Your Estate - MarketWatch - July 24, 2014

Man’s Mistake Cost His Children $400,000 of an IRA Inheritance - Yahoo Finance - June 27, 2014

How To Cope With Credit Card Bills After A Family Member Dies - Forbes - June 18, 2014

Heirs Left With Unpaid Bills May Inherit More Grief Than Gold - Forbes - June 18, 2014

Supreme Court Finds Inherited IRAs Not Protected In Bankruptcy - Forbes - June 12, 2014

8 Roth IRA Mistakes To Avoid - Forbes - May 30, 2014

Dangers of Giving Your Home to Your Children - The Wall Street Journal - April 13, 2014

Gift Tax Returns: What You Need To Know - Forbes - April 9, 2014

When It’s Time To Part With Family Heirlooms, And Why I Gave Away Grandpa Oscar’s Violin - Forbes - March 31, 2014

The Argot of Trusts, as Told in Acronyms - The New York Times - March 28, 2014

Navigating the Logistics of Death Ahead of Time - The New York Times - March 28, 2014

Five Estate Planning Lessons From The Paul Walker Estate - Forbes - February 10, 2014

What Happens When IRA Inheritors Miss A Key Deadline? - Forbes - January 10, 2014

  1. When to ‘Decant a Trust’ - The Wall Street Journal - January 3, 2014

  2. How To Leave Your IRA To Those You Love - Forbes - January 3, 2014

  3. Naming A Trust As Your IRA Beneficiary - Bankrate.com - January 2, 2014


More Articles:   2013   |   2012   |   2011   |   2008-10

Estate & Trust Planning • Estate & Trust Administration • Probate • Asset Protection • Business Entity Formation

The material provided on this website is published for general informational purposes only and is not intended to constitute legal advice in any particular matter. Transmission of this material does not create an attorney-client relationship.  Paley Law Corporation does not warrant the content of this material and is not responsible for any errors or omissions associated with it.

To ensure compliance with requirements imposed by the Internal Revenue Service, Paley Law Corporation informs you that any U.S. tax advice contained in this communication (including any links to other websites or material) is not intended to be used, and cannot be used, for purposes of (i) avoiding penalties imposed under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.