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Tag: Estate Planning

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?

When Planning, Don’t Forget About Online Accounts and Passwords

Posted onSeptember 1, 2020June 23, 2021inCategoriesAccount Passwords, Estate Planning, Online Accounts

A client recently lost her spouse of several years. She told me that by far the worst problem she had … Continue ReadingWhen Planning, Don’t Forget About Online Accounts and Passwords

Older Estate Plans May Cause Tax Problems for Beneficiaries

Posted onApril 1, 2020June 23, 2021inCategoriesBeneficiaries, Estate Plan Documents, Estate Planning, Estate Taxes

Most family estate plans created prior to 2012 contained a “bypass” or “A-B” trust that requires the estate to be … Continue ReadingOlder Estate Plans May Cause Tax Problems for Beneficiaries

The “SECURE” Act: Time to Review IRAs and Estate Planning Documents

Posted onMarch 1, 2020June 23, 2021inCategoriesEstate Plan Documents, Estate Planning, IRA, SECURE Act

Do you have an IRA?  A new law, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE … Continue ReadingThe “SECURE” Act: Time to Review IRAs and Estate Planning 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

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Older 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
  • 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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