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Take Your Legal Checkup!
April 6, 2010
Quick and easy answers about your estate planning!

Estate of Slomski v Thermoclad
More proof that "dangerous powers" in Powers of Attorney are dangerous.

Provision Requiring Clients to Consult Drafting Attorney Before Amending Estate Planning Documents Is Not Void
Reversing a lower court, an Illinois court of appeals finds that a provision in estate planning documents that requires the clients to consult with the drafting attorney before making changes to the documents does not violate public policy and is in fact "admirable."

House Reportedly Set to Vote on Estate Tax Bill Permanently Setting 2009 Levels
Dow Jones Newswires is reporting that the U.S. House of Representatives will vote during the week of November 30 on a bill recently introduced by Rep. Earl Pomeroy (D-N.D.) that would make permanent the 2009 estate tax rules.

Why do I need a Power of Attorney?
There is one thing I always tell clients about their estate planning - it is nice to have a Will but it is essential to have a Power of Attorney.

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News & Events

Senior Resource Guide

The Most-Overlooked Tax Deductions

Every year, the IRS dutifully reports the most common blunders that taxpayers make on their returns. And every year, at or near the top of the “oops” list is forgetting to enter their Social Security number at the top of the tax form -- or making a mistake when entering those nine digits.

Estate planning advice from the BCWJ
There is one thing I always tell clients about their estate planning - it is nice to have a Will but it is essential to have a Power of Attorney.

Shober & Rock Moves to New Offices
Shober & Rock is pleased to announce the relocation of its offices.

Renee Rock gives advice on assisted living, featured in Bucks County Women's Journal
A very sad situation is facing a lot of families today with their elderly family members. A daughter has been taking care of Mom for years.

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