Along with your financial advisor, we can help determine which of your resources can be used to fund the special needs trust or if a life insurance policy may be needed to ensure that there are sufficient funds available to provide for the beneficiary’s care.
Category Archives: Trusts
15
Nov
Nov
Most adoptions involve minor children. Arrange for someone to care for the new child if something happens to you. Appoint a guardian, i.e., a caregiver, in your will. This person will act as your child’s parent if you become disabled or die.
Assets, Estate Attorney, Estate Planning, Life Changes, Taxes, Trusts, Uncategorized
Who’s on Your Team?
12
Nov
Nov
If you are an individual with a high net worth, financial planning often moves beyond retirement planning to laying the foundation for multigenerational wealth transfer or achieving philanthropic objectives.
Estate Attorney, Estate Planning, Inheritance, Trusts, Uncategorized, Wills
My Loved One Has Died – What Do I Do Now?
26
Oct
Oct
It is important to contact an experienced probate and trust administration attorney to help you with the process, as well as any other legal matters that may arise during this difficult and emotional time.
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Uncategorized, Wills
Estate Planning Awareness Week
04
Oct
Oct
If you are planning to speak to your parents about the need for an estate plan, it is important to try to include any siblings in the discussion to avoid giving the impression that you are trying to influence or control your parents’ choices.
20
Sep
Sep
Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2. Protection against your creditors.
Assets, Estate Attorney, Estate Planning, Life Changes, Trusts, Wills
Avoid Estate Planning Procrastination
23
Aug
Aug
Don’t Procrastinate: Talk with Your Family and Your Estate Planning Attorney Today There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. You face a decision. Take the initiative to start a family […]
Estate Attorney, Estate Planning, Estates, Trusts, Uncategorized, Wills
When to Review Your Estate Plan
09
Aug
Aug
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time […]
02
Aug
Aug
You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. A qualified estate planning team tailors trusts to specific needs. Your team works together to produce, tailor, or edit your estate plan. Consider niche trusts.
Assets, California Law, Estate Planning, Probate, Trusts, Wills
Does a Signed Trust Eliminate the Probate Process?
11
Jul
Jul
Planning ahead benefits everyone involved. This applies to vacations and job interviews as much as to end-of-life concerns. Outlining your priorities and anticipating potential challenges makes sense in everything, including your estate. Clearly establishing protection over wealth and assets protects your family if you pass away or become incapacitated. However, simply meeting with an attorney […]