The Academy’s 25th Anniversary event in Las Vegas was incredible. This article discusses some of the presentations and the camaraderie at the event. The Academy inspires excellence in its members, this event showed why. Academy Event in Las Vegas Hit the Jackpot! … [Read more...] about Academy Event in Las Vegas Hit the Jackpot!
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Dispelling the Most Common Myths About the Living Trust
A living trust is a very useful estate planning tool that you should consider including in every estate plan. However, before you take that step, there are a few common myths regarding living trusts of which you should be aware. This article will debunk three of the most common myths. For a complete understanding of how this estate planning tool can benefit you, discuss your options with your living trust attorney. MYTH: A Living Trust Requires You to Give Up Control of your Property While … [Read more...] about Dispelling the Most Common Myths About the Living Trust
Trust Administration Vs. Estate Probate: Which is Better?
Some clients choose to create a revocable living trust as the basis of their estate plan, as opposed to the last will and testament. Trusts are typically used because they allow estates to avoid probate. Many clients wonder which is better – probate or trust administration. Our Los Angeles and Orange County trust administration attorneys can explain some of the differences to help you make that important choice. Understanding the differences One of the big differences between the … [Read more...] about Trust Administration Vs. Estate Probate: Which is Better?
Trust Administration and Timeshares in California
The benefits of owning timeshare property are many. The majority of timeshare owners also wish to pass on that valuable property to their children when they die. However, timeshare ownership is not as straightforward as owning your home, or even owning a summer home. So, if you are considering establishing a trust as part of your estate plan, you should understand how funding a timeshare affects trust administration. The benefits of funding a timeshare to your trust If you have a living … [Read more...] about Trust Administration and Timeshares in California
6 Important Estate Planning Considerations – Part 2: Long-Term Care
Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan should consider how those expenses would get paid. This article looks at several ways to plan for those expenses. 6 Important Estate Planning Considerations – Part 2: Long-Term Care … [Read more...] about 6 Important Estate Planning Considerations – Part 2: Long-Term Care
6 Important Estate Planning Considerations – Part 1: Incapacity
One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan provides incapacity planning and the documents which may be used to accomplish that planning. It also looks at how having a plan in place may relieve stress during an emergency. 6 Important Estate Planning Considerations – Part 1: Incapacity … [Read more...] about 6 Important Estate Planning Considerations – Part 1: Incapacity
What Trust Beneficiaries Should Expect from Trust Administration
As Orange County trust administration attorneys, we frequently receive calls from beneficiaries who have just received notice that they have been named in a trust. There are a few things that can be useful to understanding the process if you are a trust beneficiary Here is a guide to help trust beneficiaries through the complex process of trust administration. Read the entire trust document and all amendments In California, every trust beneficiary is entitled to a copy of the trust agreement … [Read more...] about What Trust Beneficiaries Should Expect from Trust Administration
Retirement: It’s not Just About the Money
Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement are yet other aspects which people often don’t consider. Be ready for your next phase of life, this article will help you get there. Retirement: It’s not Just About the Money … [Read more...] about Retirement: It’s not Just About the Money
Estate Planning Attorneys Discuss Privacy Issues
Estate planning is a method for preparing yourself and your family for what happens after your death. Estate planning also allows you to plan for unexpected incapacity. Planning ahead gives you a chance to specify who will inherit your property after your death while helping you to reduce the taxes your estate will have to pay. If you become temporarily or permanently incapacitated, your estate plan can provide the protection you and your family will need. Some clients are concerned about … [Read more...] about Estate Planning Attorneys Discuss Privacy Issues
Academy Event in Las Vegas is No Gamble
The Academy’s 25th Anniversary event in Las Vegas is a sure bet. This article sets forth the various presentations Academy members will have available to them. This Spring Summit promises to be full of learning and camaraderie. Academy Event in Las Vegas is No Gamble … [Read more...] about Academy Event in Las Vegas is No Gamble
