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Category: Living Trust

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

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

Creating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.

Posted onJanuary 1, 2021June 23, 2021inCategoriesLiving Trust, Pour-Over Will, Trust Funding

Trust Funding After having created a Trust, the next thing that needs to be done is to fund the Trust. … Continue ReadingCreating a Trust is Only Part of the Process. Just Creating the Paperwork Doesn’t Do the Job.

Are Your Loved Ones Prepared for Your Death?

Posted onDecember 1, 2020June 24, 2021inCategoriesAdvanced Health Care Directive, Estate Plan Documents, Estate Planning, Living Trust, Power of Attorney, Prepared for Death, Trust Funding, Will

When you have a comprehensive estate plan in place, including a trust that is funded, and a will, advance health … Continue ReadingAre Your Loved Ones Prepared for Your Death?

Cautionary Tale — Careless Drafting Can Cost

Posted onNovember 1, 2020June 23, 2021inCategoriesLiving Trust, Power of Attorney

A client came to me with a problem.  The wife’s mother had given her daughter a power of attorney a … Continue ReadingCautionary Tale — Careless Drafting Can Cost

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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

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  • January 2021
  • December 2020
  • November 2020
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  • September 2020
  • August 2020
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  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • September 2019
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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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