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Using a Trust to Protect Your Beneficiaries

Posted onJune 23, 2021June 23, 2021inCategoriesBeneficiaries, Living Trust

A revocable living trust is not primarily for the benefit of the trust creators (“settlors”), and instead are for the benefit … Continue ReadingUsing a Trust to Protect Your Beneficiaries

Potential Pitfalls of Life Insurance and Retirement Accounts

Posted onJune 1, 2021June 23, 2021inCategoriesBeneficiaries, Life Insurance, Retirement Accounts

When creating an estate plan, several documents and decisions are involved. An important decision is to decide which assets are … Continue ReadingPotential Pitfalls of Life Insurance and Retirement Accounts

The Law Has Changed. Have Your Estate Plan Documents Kept Up?

Posted onMay 1, 2021June 23, 2021inCategoriesEstate Plan Documents, Law Changes

If you had a trust and related estate plan documents prepared more than a few years ago, you should consider … Continue ReadingThe Law Has Changed. Have Your Estate Plan Documents Kept Up?

Listing Assets in Trust

Posted onApril 1, 2021June 23, 2021inCategoriesListing Assets, Living Trust

We have written about how important it is to fund a living trust correctly in order to avoid probate court … Continue ReadingListing Assets in Trust

Dementia Directive: An add-on to an Advanced Health Care Directive

Posted onMarch 1, 2021June 23, 2021inCategoriesAdvanced Health Care Directive, AHCD, Dementia, Estate Plan Documents

An Advance Health Care Directive (AHCD) is an important document that everyone should have.  An AHCD allows someone you appoint … Continue ReadingDementia Directive: An add-on to an Advanced Health Care Directive

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Most Recent Articles of Interest

  • Using a Trust to Protect Your Beneficiaries
  • Potential Pitfalls of Life Insurance and Retirement Accounts
  • The Law Has Changed. Have Your Estate Plan Documents Kept Up?
  • Listing Assets in Trust
  • Dementia Directive: An add-on to an Advanced Health Care Directive
  • Benefits of Proposition 19 for People 55 or Older
  • Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.
  • Off to College – Are they Prepared?
  • Planning for Dementia
  • Are Your Loved Ones Prepared for Your Death?

Archived Articles of Interest

  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • September 2019
  • June 2019
  • May 2019

Article Categories

  • 55 and Older
  • Account Passwords
  • Advanced Health Care Directive
  • AHCD
  • Beneficiaries
  • Caring for Children
  • Cognitive Decline
  • College Prep
  • Costs of Probate
  • Dementia
  • Distribution Provisions
  • Durable Power of Attorney
  • Estate Plan Documents
  • Estate Planning
  • Estate Taxes
  • Guardianship
  • HIPAA Waiver
  • Inheritance
  • Inheriting a Home
  • IRA
  • Law Changes
  • Life Insurance
  • Listing Assets
  • Living Trust
  • Medical Records
  • Online Accounts
  • Pour-Over Will
  • Power of Attorney
  • Prepared for Death
  • Probate
  • Property Tax Reassessment
  • Proposition 19
  • Retirement Accounts
  • SECURE Act
  • Trust Assets
  • Trust Funding
  • Trustees
  • Trustors
  • Updating Your Estate Plan
  • Will
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