How Do I Choose My Successor Trustee?
One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
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What is Community Property in California?
Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house...
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Using Portability in Estate Planning
When one spouse dies, it is generally recommended that the surviving spouse consider filing an Estate Tax return to elect portability.
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Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
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How Do Living Trusts Work?
Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
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Estate Planning Attorney Explains Why You Need One
A good estate planning attorney can save your family the stress and expense of court and family feuds that often arise when planning is...
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Reasons for a Spendthrift Trust? Think Asset Protection.
Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
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Estate Planning Should Include Your Passwords
With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
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Providing Children with an Unequal Inheritance
When it comes to estate planning with wills and trusts, fair does not always mean equal. Sometimes parents have good reasons for wanting...
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Top 3 Reasons to Have a Living Trust
There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...
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Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
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Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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Should I Put My Firearms in a “Gun Trust”?
If you own a gun or are a gun collector, although you likely have heard the term “gun trust,” you may not know what it is, how it works...
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Inheritance Trusts Protect Children and Give You Control
Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
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Should I Create My Will Online?
More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...
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Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
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Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
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What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
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Using Life Insurance in Estate Planning
I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...
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