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October 23, 2023

When creating a trust, it is important to think about the assets you’ll place inside the trust, as well as any other key parties who have responsibility for administering that trust now or in the future. When you establish the trust, you must name trustees who will manage the assets. But it is also a good idea to name a…

  • 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
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