Planning for the future complicates life. This is especially true if you want to make sure that a loved one continues living comfortably after you die. Two common tools for accomplishing this are life estates and right of occupancy trusts. A life estate grants someone the legal right to live in a home for the rest of their […]
Category Archives: Assets
Assets, Beneficiary, Heirs, Trusts
AB Trusts—A Powerful Estate Planning Strategy for Married Couples
14
Mar
Mar
Estate Planning Fundamentals: Why AB Trusts Matter Estate planning represents one of the most important steps you can take to protect your family’s future. While many people understand the basics of wills and simple trusts, specialized tools like AB Trusts often remain misunderstood despite their significant benefits. For married couples concerned about preserving assets for […]
07
Mar
Mar
Are you looking to secure your family’s future and protect your hard-earned assets? Skvarna Law Firm stands as your trusted partner in estate planning, offering expert asset protection. With offices strategically located in Glendora and Upland, we bring a wealth of experience and local knowledge to help you navigate the complexities of estate planning in […]
28
Feb
Feb
When it comes to estate planning, many people focus solely on what happens to their assets after they pass away. However, a crucial aspect often overlooked is incapacity planning. At Skvarna Law Firm, we understand the importance of comprehensive estate plans that address both death and incapacity. In this article, we’ll explore why incapacity planning […]
Assets, Beneficiary, Estate Administration, Estate Planning
Legacy Questions to Address in Your Estate Plan
21
Feb
Feb
Estate planning involves more than asset allocation. It is about preserving your legacy and ensuring your values continue to impact your loved ones long after you’re gone. At Skvarna Law Firm, we understand that a comprehensive estate plan should reflect not only your financial wishes but also your life lessons, experiences, and hopes for future […]
17
Feb
Feb
Estate planning is more than just a legal process; it’s a profound expression of love and care for your family’s future. While traditional gifts are fleeting, smart estate planning tools can make a lasting impact on your loved ones’ financial security. Let’s explore how you can protect your wealth and your spouse with effective estate […]
07
Feb
Feb
Money and property may be the most discussed types of wealth that a person owns. But the riches of their experience and wisdom can mean even more to loved ones down the line. Reinforcement of family traditions build into your estate plan. In fact, they go alongside your wishes regarding the distribution of your money, […]
29
Jan
Jan
Americans love to stay busy, often turning to hobbies to keep engaged and productive. We invest significant time, money, and emotions into our passion projects. Whether you collect classic cars in Glendora or create art in Upland, your hobby deserves consideration in your estate plan. In this post, we discuss special considerations for estate planning […]
20
Jan
Jan
Americans are, quite literally, getting buried in debt, with nearly half expecting to pass away with outstanding debts. As a rule, a person’s debts do not go away when they die. Some types of debt, such as federal student loans, are typically forgiven upon the debtor’s death. However, private loans and cosigned account holders may […]
10
Jan
Jan
Fitness icon Richard Simmons, known for his flamboyant personality, high energy, and trademark attire. He passed away in July 2024 following a fall at his Los Angeles home. A legal dispute lingers between his longtime housekeeper, Teresa Reveles Muro, and his brother, Leonard (Lenny) Simmons. The estate of the Sweatin’ to the Oldies star is […]