Saying Goodbye Is Hard: How a Comprehensive Estate Plan Can Help
Estate planning can address your end-of-life wishes and expenses involved when it is time to say goodbye to your loved ones.
What Is the Last Surviving Spouse Rule?
Estate planning can be a significant part of successful financial management, especially for married couples.
Watch Out for Stolen Items in Your Loved One’s Estate
Your family member went through a meticulous estate planning process to organize and distribute money and property for the benefit of their loved ones, including you. But you may suspect […]
Testamentary Trusts: The Best of Both Worlds
You have several different options when it comes to creating the right estate plan. Some people believe that a revocable living trust is the best way to go, while others […]
I’m a Survivor . . . and Now I Have My Own Trust?
Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can […]
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 […]
Should You Share Your Estate Planning Details with Loved Ones?
When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your plan and how much information […]
How Much Authority Does a Trustee Have Over the Stuff in My Trust?
A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with state law. They are considered a fiduciary (meaning […]
Do Not Become a Statistic
Estate planning is important for everyone. It is about protecting yourself, your loved ones, and your hard-earned money (even if you do not have a lot of it). However, the […]
Estate Planning Roll Call: Important Legal Tools You Should Have
As with any roll call, it is important to make sure that everyone is present and accounted for. Similarly, when assessing an estate plan, several legal tools, or documents, should […]