Trust Administration
Preparing Your Beneficiaries to Receive Their Inheritance
Giving children a substantial amount of their inheritance prior to death can provide a valuable opportunity for parents to mentor their children in the appropriate use and management of the accounts and property.
Read MoreCelebrate Single Parent Day: Take Steps to Provide for Your Kids’ Future
In 1984, Congress issued a resolution, signed by President Reagan, establishing March 21st as National Single Parent Day: a day devoted to recognizing the dedication of single parents, who make self-sacrificial efforts to care for their children’s needs, and encouraging family members, friends, and communities to help provide an optimal environment for their children.
Read MorePlanning for Millennials
Millennials (born 1981 to 1996) are well known for their distinctiveness as a group. They have followed paths and set goals that are decidedly different from those chosen by previous generations. They are highly diverse, better educated, more socially conscious, and wait longer to have families than their parents and grandparents.
Read MoreSteps to Take When a Loved One Dies
If you are simply too overwhelmed to call us during the first couple of weeks after your loved one passes away, it is important to keep in mind that there are several practical and legal considerations that the person named as the executor of the estate or trustee of the trust should address in the initial weeks following the death, prior to the administration of the estate or trust.
Read MoreEstate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution 1499, which designated the third week of October as National Estate Planning Awareness Week.
Read MoreWILLS AND TRUSTS AND INTESTATE SUCCESSION. OH MY!
Have you wondered whether you have the right estate planning documents in place? Should you have a will or a trust? Do you need an estate plan at all?
Read MoreARE YOU ORGANIZED FOR THE NEW YEAR?
The most common phrase I hear is, “I need to do estate planning. I just haven’t gotten around to it.” Whether you are creating your estate plan for the first time or your current plan needs a review, you now have a round “TUIT.” With the end of the year upon us, this is the right time to get organized for 2018.
Read MoreESTATE PLANNING ‘HOW-TO’ FOR YOUR DIGITAL ASSETS
There is no federal law regulating access to digital properties as of now: however, many states have established estate planning laws or legislation for protecting the digital assets of people when they die. In California, the law named “the Uniform Fiduciary Access to Digital Assets Act” is active since January 1st, 2017.
Read MoreESTATE PLANNING TIPS FOR YOUR PETS
Worried about who will take care of your beloved pets when you‘re not around? Make a pet estate plan to ensure a good life for your pets as you would do for your own children.
Read More5 GREAT TRAITS OF AN ESTATE PLANNING ATTORNEY
An estate planning attorney must have several positive attributes. For many people, their estate is relatively simple with the majority of their assets going to family members. If you have a large estate, the complexities may make it more difficult to plan effectively on your own.
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