What Is a Residuary Clause and Why Is It Important?
With a residuary clause, you can intentionally disburse any items inadvertently left over to a named beneficiary or group of beneficiaries.
Sorry, California: INGs Are No Longer an Option—How Will This Impact You?
California Governor Gavin Newson recently signed legislation that treats incomplete gift nongrantor trusts (INGs) as grantor trusts for state income tax purposes. Retroactive to January 1, 2023, Californians who created […]
Storing Passwords in Case of Death
Deborah Placet had no idea how to access her husband’s cryptocurrency and other digital accounts after his unexpected death at age 52.
Act Quickly to Protect an Estate After the Death of a Loved One
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Surprising Ways Beneficiary Designations Can Damage an Estate Plan
During the estate planning process, these beneficiary designations are reviewed to ensure that the beneficiaries are correct, and that the distribution of these assets conforms with the client’s intended estate plan.