September 20, 2024
Blended families bring about unique estate planning considerations.
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- Millennials
- Needs Assessment
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- No Contest Clause
- Non-Married Couples
- Notarize
- Nursing Homes
- Online Accounts
- Pandemic
- Parkinsons
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- Personal Representative
- Pet Trust
- Pet Trusts
- Philanthropic Giving
- Planning For Pets
- Planning For Physicians
- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
- Property Ownership
- Property Taxes
- Qualified Personal Residence Trust
- Real Estate
- Recession
- Residuary Clause
- Retirement
- Retirement Planning
- Revocable Trusts
- Roth IRA
- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
- Social Security
- Special Needs
- Special Needs Children
- Spendthrift Trust
- Succession Planning
- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Uncategorized
- Veteran's Benefits
- Wealth
- Wealth Transfers
- Widows
- Will Contest
- Wills
- All Posts
- 401(K)
- 529 Plan
- Adult Adoption
- Advanced Care Planning
- Advanced Directive
- Advanced Medical Directive
- Aging
- Alzheimer's Disease
- Annuity
- Artificial Intelligence (AI)
- Asset Distribution
- Asset Protection
- Assets
- Assisted Living
- Attorney
- Baby Boomers
- Bankruptcy
- Beneficiaries
- Beneficiary Designation
- Blended Families
- Business Planning
- Business Succession Planning
- Buy/Sell Agreement
- Bypass Trust
- Caregivers
- CARES Act
- Charitable Giving
- Claim Against An Estate
- Codicils
- Collectibles
- College Savings
- Community Property
- Conservatorship
- cryptocurrency
- Death Tax
- Debts
- Dementia
- Diabetic
- Digital Assets
- Disability Plan
- Disabled Dependents
- Divorce
- DOMA
- Durable Power of Attorney
- Elder Abuse
- Elder Care
- Elder Fraud
- Elder Law
- Elder Law/Medi-cal Planning
- Elderly
- Estate Administration
- Estate Planning
- Estate Taxes
- Executor
- Family Business
- Family Limited Partnership
- fiduciary
- Finances
- Financial Conservator
- Financial Planning
- Funeral Arrangements
- Funeral Costs
- Gen Z
- Geriatricians
- Gift Tax
- Gifting
- Grantor Retained Annuity Trust
- Grantor Trust
- Guardianship
- Harmless Error Provision
- Health Care
- Health care proxy
- HIPAA
- Home Health Care
- IAEA
- Identity theft
- Illiquid Assets
- Incapacity
- Incapacity Planning
- Income Tax
- Inflation
- Inheritance
- Inheritance Tax
- Intangible Assets
- Intellectual Property
- IRA
- IRA Account
- Irrevocable Life Insurance Trust
- Irrevocable Trust
- Joint Tenancy
- Joint Tenants
- Lawsuits
- Legacy Planning
- Legal Documents
- LGBT
- Life Insurance
- Limited Liability Company
- Living Trusts
- Living Will
- Loans
- Long Term Care
- Long Term Care Insurance
- Marital Deduction
- Married Couples
- Medi-Cal
- Medicare
- Millennials
- Needs Assessment
- News and Updates
- No Contest Clause
- Non-Married Couples
- Notarize
- Nursing Homes
- Online Accounts
- Pandemic
- Parkinsons
- Personal Property
- Personal Representative
- Pet Trust
- Pet Trusts
- Philanthropic Giving
- Planning For Pets
- Planning For Physicians
- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
- Property Ownership
- Property Taxes
- Qualified Personal Residence Trust
- Real Estate
- Recession
- Residuary Clause
- Retirement
- Retirement Planning
- Revocable Trusts
- Roth IRA
- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
- Social Security
- Special Needs
- Special Needs Children
- Spendthrift Trust
- Succession Planning
- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Uncategorized
- Veteran's Benefits
- Wealth
- Wealth Transfers
- Widows
- Will Contest
- Wills
July 5, 2023
Incorporating all of your estate planning documents is the foundation of determining what you want to happen to your property…
July 1, 2023
You might think that having some plan for your estate is certainly better than nothing, but you may not realize…
June 30, 2023
A will is not a one-and-done document. It requires adjusting to your needs over time, especially if the assets or…
June 29, 2023
Do you know what would happen to you or your desired medical care wishes if you weren’t able to speak…
June 28, 2023
When you create a will, you lay out the plans for how your property will pass to chosen beneficiaries when…
June 26, 2023
Asset protection planning is a legal process through which you recognize the possibility of your assets being at risk due…
May 27, 2023
Many people don’t recognize that once they pass away, a surviving partner can do what they wish with any assets…
May 4, 2023
As you plan ahead towards retirement, it’s important to consider your beneficiary structure. Whether you’re passing assets through trusts, wills,…
May 3, 2023
In California, like many other states, every estate must go through at least some court procedures. This typically includes the…
May 2, 2023
Depending on what you want to achieve, a trust can be a very powerful estate planning instrument. You get all…
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