What are UTMA and UGMA accounts? Are there better alternatives? Read this blog by my... [Read more...]
What Can an Estate Plan Do for You?
Have you put off creating an estate plan? If so, have you listened to countless... [Read more...]
Living Trust Benefits
As you move through the various stages of your life, your estate plan will likely... [Read more...]
What Rights Does a Trust Beneficiary Have?
Gifting assets out of an estate can be accomplished in several ways. Making gifts in... [Read more...]
Incapacity Planning: Medical Issues
If you’re considering including incapacity planning in your estate plan (and you definitely should be),... [Read more...]
Choosing a Nursing Home
Do you or a loved one need nursing home care? If so, you will likely... [Read more...]
State Income Taxation of Nongrantor Trusts
States are all over the board in their taxation of income. This is doubly true... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
When Is Suing a Trustee of a Trust the Best Option
If you are the beneficiary of a trust, it means that although you do not... [Read more...]
California Woman Says Mother With Alzheimer’s Was Left Outside Facility at Night
For anyone who has a loved one that suffers from Alzheimer’s disease, one of the... [Read more...]
Do All Estates Need to Be Probated?
When a loved one passes away, someone must handle the administration of his/her estate shortly... [Read more...]
Let’s Talk About Charitable Trusts
Typically, charitable lead trusts and charitable remainder trusts are implemented when your estate exceeds the... [Read more...]
