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 since the article was written.

FORMS

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

ARTICLES

Estate Planning

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

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
  • The Difference between Amendments and Restatements
  • 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
  • The Life Estate: a Planning Tool

Digital Assets

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

Probate and Estates

• • What to do when a loved one dies
  • Probate and Estate Timeline
  • The Small Estate Affidavit (for Maine residents only)
  • Ancillary Probate (in Maine)
  • Legal Services for Probate Administration
  • Book Recommendations on grief, coping, loss
  • Probate, and Not Only for the Dead!

Taxes

• • Maine Estate Tax Planning for Nonresidents Owning Maine Property
  • Dramatic Reduction in Estate and Gift Tax Exclusions in 2021?

Articles about Jones, Kuriloff & Sargent, LLC

• • Business Neighbors article in the Ellsworth American (July 2021)
  • 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)