Articles

Included here are articles that further delve into areas of our practice.  Please review our Terms of Use and Policies and recall that these should be taken as discussion points, not as legal advice.  Your circumstances may be different from those assumed in the articles, or laws may have changed.

FORMS

• Maine Advance Directive Form
• Digital Assets Worksheet
• Topics to Discuss with your Healthcare Agent
• I Have Put My House In Order
• Tangible Personal Property Memo

ARTICLES

• Glossary of Estate Planning Terms

Estate Planning

• • #JKSEstatePlanning: a guide to thinking about planning; created during COVID-19
  • I Have Put My House In Order
  • Estate Planning Considerations
  • Tangible Personal Property Memo
  • Tax Act Impact on Estate Planning
  • Post-Divorce Estate Planning
  • Summary of Important Changes for Same-Sex Couples after DOMA
  • IRA Beneficiary Options
  • Prenuptial Agreements: Their Role in Estate Planning
  • The Right Advisor
  • Trusts: Providing Flexibility in Estate Planning
  • Glossary of Terms

Powers of Attorney

• • Maine Advance Directive Form
  • Selecting a Healthcare Agent
  • Topics to Discuss with your Healthcare Agent

Medicare, Medicaid, and Long-Term Care

• • The Difference Between Medicare and Medicaid / MaineCare
  • Medicaid & Long-term Care Planning
  • Do I Have to Accept Medicare Coverage?

Trusts and Trustee Responsibility

• • Introduction to Trusts
  • Duties of a Trustee
  • What It Means To Be A Trustee (by ACTEC, 2005)
  • Using trusts for non-tax reasons
  • Trusts: Providing Flexibility in Estate Planning
  • Do You Need a New Tax ID Number for Your Trust? (from Elder Law Issues, 2009)
  • Trust Protectors
  • The Right Advisor

Special Needs Planning

• • Planning for a Disabled Child – Special Needs Trusts

Real Estate

• • Transfer on Death Deeds: a new way to pass on your home

Digital Assets

• • Digital Assets – What are they and how should you keep track of them?

Probates and Estates

• • What to do when a loved one dies
  • The Small Estate Affidavit (for Maine residents only)
  • Probate, and Not Only for the Dead!
  • Probate and Estate Timeline
  • Legal Services for Probate Administration

Taxes

• • Maine Estate Tax Planning for Nonresidents Owning Maine Property
  • Dramatic Reduction in Estate and Gift Tax Exclusions in 2021?
  • Maine Estate Tax Exclusion In Danger of Reduction
  • Saving Estate Taxes!  Estate Planning and the Estate Tax Marital Deduction

Articles about Jones, Kuriloff & Sargent, LLC

• • Business Neighbors article in the Ellsworth American (August 2020)
  • Business Neighbors article in the Ellsworth American (July 2019)
  • Business Neighbors article in the Ellsworth American (July 2018)
  • Business Neighbors article in the Ellsworth American (April 2016)
  • Business Neighbors article in the Ellsworth American (April 2015)
  • Business Neighbors article in the Ellsworth American (March 2014)