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Category: Estate Plan Documents

Pitfalls of Not Updating Your Estate Plan

Posted onFebruary 1, 2020June 24, 2021inCategoriesEstate Plan Documents, Estate Planning, Updating Your Estate Plan

As a new decade begins, it’s a good time to consider reviewing an existing estate plan, especially if it was … Continue ReadingPitfalls of Not Updating Your Estate Plan

Caring For Your Children – What Happens When You Can’t

Posted onSeptember 1, 2019June 24, 2021inCategoriesCaring for Children, Distribution Provisions, Estate Plan Documents, Guardianship, Inheritance, Living Trust

Having and raising children is one of life’s biggest joys and challenges. Parents have myriad responsibilities, from the everyday such … Continue ReadingCaring For Your Children – What Happens When You Can’t

Are Trusts Designed to Make Money for Lawyers?

Posted onMay 1, 2019June 24, 2021inCategoriesEstate Plan Documents, Estate Planning, Living Trust, Trust Assets, Trust Funding

A recent post on a neighborhood bulletin board answered a question about getting information about wills by saying: “Trusts are … Continue ReadingAre Trusts Designed to Make Money for Lawyers?

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Newer posts

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
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  • January 2021
  • December 2020
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  • August 2020
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  • 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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