What Is the Difference Between a Probate and Trust Administration Attorney and an Estate Planning Attorney?
Estate planning attorneys and probate and trust administration attorneys play crucial but distinct roles involving wealth preservation.
Why Is Estate Planning Review Important?
Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.
Do You Need a Revocable or an Irrevocable Trust?
There are two main kinds of trusts: revocable and irrevocable.
What Can a Trust Do for Me and My Family?
Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.
How Do I Write My Will?
No one knows when their time will come, which is why it’s important to have a last will in place. This document ensures that your final wishes are carried out after your death. Without a will, the laws of the state of your residence at the time of death will determine what happens with your estate.
How to Avoid Giving Estate to Your Ex Spouse
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
How to Protect Valuable Assets in California through Estate Planning
Planning for your future should start after you get a job. Therefore, it is advisable to start saving a certain percentage of your salary every month and buying assets whenever you can. That will guarantee that you will have a comfortable life after retirement.
What Should I Know about Conservatorships in California?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
What are Common Mistakes People Make with Revocable Trusts?
Of course, just because you have a living trust doesn’t mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
What are Biggest Blunders in Wealth Transfer?
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?