Since you spend your time rescuing other people, you may find it difficult to imagine a time when you might need help or rescue.
Category Archives: Estate Planning
05
Nov
Nov
Rather than ignoring an uncomfortable topic, think proactively about the challenges of living with mental illness.
29
Oct
Oct
In most cases, people emphasize the complexities associated with court involvement. Namely, court supervision makes the process of distributing money and property a public proceeding.
15
Oct
Oct
A life insurance policy sometimes provides money for continuing care of family members with long-term disabling health conditions.
Elder Care, Elder Law, Estate Attorney, Estate Planning, Guardianship
Do You Need an Elder Law Attorney?
08
Oct
Oct
Planning and asset protection ensures you or your loved one will receive the care they need.
01
Oct
Oct
October is Special Needs Planning Month. To honor the event, let’s examine planning for disabled people. Plan so they live their best lives. Carefully manage family money to fit the disability-benefit rules. Also, provide additional perks for the disabled person. Finally, through strict rules, permit disabled people to exercise autonomy over some of the money […]
24
Sep
Sep
Unfortunately, despite our best efforts, millions of people misplace wills and trust documents.
17
Sep
Sep
The first way to properly prepare to receive an inheritance is to discover what you will be inheriting. Is it real estate, a 401(k), or an individual retirement account (IRA)?
Assets, Estate Planning, Inheritance, Life Changes, Trusts, Uncategorized
Community Property or Separate Property
10
Sep
Sep
At the time of a death, the legal determinations ensure that the court distributes inheritances in an orderly fashion. Issues may arise during death or divorce depending on whether you live in a community property or separate property state. Based on differing expectations of all parties involved, disagreements may arise.
Estate Attorney, Estate Planning, Estates, Trustee, Trusts
A Separate Revocable Living Trust (RLT): What is it?
27
Aug
Aug
When a married couple (the grantors) uses a joint RLT for estate planning, they also serve as initial trustees of the trust. The grantors then combine their separate property and joint property into the same trust.