November 13, 2024
A trust can be one of the most powerful estate planning tools when you have specific wishes for how you want your assets to be managed during your lifetime.
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- 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
October 23, 2024
A trustee is an important fiduciary appointed to handle the administration of a trust. It is important to discuss with…
October 21, 2024
Trusts are one of the most popular estate planning vehicles because they allow you some level of control over how…
October 18, 2024
Beneficiaries to an estate may allege that the documents inside that estate are not valid for a number of reasons,…
October 18, 2024
If your family members can’t find your estate documents or your assets, for example, this could make it harder for…
October 16, 2024
You may be curious about whether you need a power of attorney. Bear in mind that someone will have to…
October 11, 2024
Executing an estate plan is the most important component of ensuring that your wishes are followed. However, there are also…
October 9, 2024
Many people are under the impression that they do not need to create an estate plan, but this is a…
October 7, 2024
Are you curious about the types of conservatorship in California or concerned about what it means if you’re named as…
October 4, 2024
The Uniform Transfer to Minors Act and the Uniform Gift to Minors Act are very popular college savings accounts.
October 2, 2024
After you create a trust for the purposes of estate planning, you may need to change it at some point…
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