Name someone to serve with you. This familiarizes your co-trustee with your trust. It also teaches your partner about the way you want the trust to operate. What’s more, it lets you evaluate your co-trustee’s abilities.
Category Archives: California Law
01
Jan
Jan
Busy as ever, many of us supervise kids (in-person or virtually), pursue new employment opportunities and/or adapting to new work environments. What’s more, most of us are adjusting savings and investment goals.
05
Dec
Dec
Chadwick Boseman died at the age of 43, after a four-year battle with colon cancer. Boseman kept his cancer diagnosis a secret for four years, working on projects such as the Black Panther in the Marvel Comics Avengerfilm franchise.
09
Oct
Oct
Unfortunately, accidents happen to everyone. Moreover, even innocent accidents could lead to litigation and potential loss of personal wealth. A tool such as a DAPT may protect your property for your family, both now and in the future.
Assets, California Law, Estate Planning, Trusts, Uncategorized
Domestic Asset Protection Trusts Explained
02
Oct
Oct
DAPT laws vary significantly by state. Residency requirements vary from state to state, as does the required connection of the grantor with the DAPT state.
California Law, Estate Planning, Trusts, Uncategorized, Wills
Estate Self-Care for Essential Workers
15
May
May
To better assist our clients, we are available to meet by telephone or video conference. We may also be able to use remote procedures for the signing and executing of your documents, eliminating the need for you to come into our office at all.
Adoption Law, California Law, Guardianship, Inheritance
In Uncertain Times, How to Provide for Your Kids’ Future
03
Apr
Apr
If you do not appoint the custodian, the court will appoint someone to control and manage your children’s inheritance until they reach a pre-set age of majority. This is necessary because minors legally cannot own money or property on their own.
California Law, Estate Planning, Estates, Inheritance, Retirement, Uncategorized
COVID-19 Estate Planning
27
Mar
Mar
Supporting a special needs child or grandchild can be expensive. While you are working or have a stream of income, you can allocate money as you see fit.
California Law, Elder Law, Estate Attorney, Estate Planning, Estates, Inheritance, Probate
Probate Pros & Cons: Part 3
28
Feb
Feb
Part 3 of a 3-Part Series Last week, in part two of our three-part post about probate-proof estates, we covered one option for avoiding probate with a strategy we called the “Piecemeal Approach.” Click here to read that post. And to catch up by reading part one, which introduced the concept of how to avoid […]
California Law, Estate Attorney, Estate Planning, Estates, Probate, Wills
Is Your Estate Plan Probate-Proof?
14
Feb
Feb
The Smartest Way to Make Sure Your Estate Plan is Probate-Proof First in a 3-Part Series Consider this important question: When did you and your estate planning attorney perform a full review of the following? Your long-term plans for your financial affairs Family Legacy? For that matter, have you ever sought out such a review? […]