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Where Do It Yourself = Do It Wrong

September 24, 2019 by Timothy P. Murphy

An estate plan is an important part of one’s plan for the future.  Many realize that they need the assistance of an experienced and qualified attorney to assist them in their efforts.  Unfortunately, some folks will cut corners in their estate planning efforts in an effort to save a few bucks or because they think they are as smart as or smarter than their estate planning lawyer when it comes to drafting documents or both. Even with persons who were prudent enough to have their original plans … [Read more...]

Filed Under: Asset Protection Planning, Beneficiary Designations, Estate Plan, Estate Planning, Estate Planning, General, Intestacy, Intestacy in California, Legacy Planning, Legal Education, Living Trusts, Living Will, Living Wills, Planning for Non-Citizen Spouses, Revocable, Revocable Living Trust, Trusts, Wills Tagged With: Estate Planning, Estate Planning Attorney, Estate Planning Benefits, Estate Planning Documents, Estate Planning Information, Estate Planning Lawyer, Estate Planning Mistakes, Estate Plans that Work, living trust, Living Trusts, Probate, Revocable Living Trust, Trusts, Wills

Top 3 Reasons to Create a Living Trust

August 21, 2019 by Timothy P. Murphy

Sacramento living trust attorneys

Although a Last Will and Testament remains the most common estate planning document, a living trust is not far behind in popularity. One reason living trusts are so commonly included in an estate plan is the flexible nature of a trust. The Sacramento living trust attorneys at the Northern California Center for Estate Planning & Elder Law discuss the top three reasons to create a living trust for your estate plan. What Is a Living Trust? The general concept behind a trust is rather simple.  … [Read more...]

Filed Under: Living Trusts

Do I Need an Estate Plan? I’m Not That Old

August 14, 2019 by Timothy P. Murphy

We are often asked by prospective clients: “Do I need an estate plan?”  This is particularly the case for folks under 40 or 50, who just can’t imagine themselves dead or incapacitated. We are also often asked about planning by our clients who have adult children with assets and children of their own. As we all know, we can't and don’t know the future. Should a premature death or disability occur due to an unexpected injury or illness, having an appropriate plan in place will reduce needless … [Read more...]

Filed Under: Advanced Estate Planning, Estate Plan, Estate Planning, Estate Planning, Legacy Planning, Living Trusts, Living Will, Living Wills, Parents of Minor Children, Revocable Living Trust, Trusts, Wills Tagged With: Estate Planning, Estate Planning Benefits, Estate Planning Documents, Estate Planning for Adult Children, Estate Planning for Children, Estate Planning for Parents of Minor Children, Estate Planning Goals, Estate Planning Information, Estate Plans that Work, Revocable Living Trust, Trusts

An Update On ABLE Accounts

August 14, 2019 by Timothy P. Murphy

We have previously wrote about the long-awaited arrival in California of the so-called ABLE accounts. Formally, known as an Achieving a Better Life Experience (ABLE) account, they are a low-cost, easy-to-access plan established by federal law that began rolling out in 2016 and is now available in California. Modeled after the so-called “529 accounts”, an educational savings program offered by individual states, ABLE accounts let children or adults with disabilities incurred before age 26 … [Read more...]

Filed Under: Advanced Estate Planning, Estate Plan, Estate Planning, Estate Planning, Living Trusts, Parents of Minor Children, Special Needs Planning, Special Needs Trust, Trusts Tagged With: Advanced Estate Planning, Estate Plan, Estate Planning, Estate Planning for Adult Children, Estate Planning for Children, Estate Planning for Parents of Minor Children, Special Needs Planning

How Can a Living Trust Help Me Protect My Non-Citizen Spouse?

August 1, 2019 by Timothy P. Murphy

Sacramento living trust attorneys

If you are married, protecting your spouse financially in the event of your death or incapacity is no doubt a primary estate planning goal. If your spouse is not a U.S. citizen, protecting him/her becomes both more important and more difficult. In this blog, we explain how a living trust can help you protect your non-citizen spouse. The Changing Face of Marriage in America Just a generation or two ago it was relatively unusual for individuals from different backgrounds, much less different … [Read more...]

Filed Under: Living Trusts

When Does a Living Trust Terminate?

July 20, 2019 by Timothy P. Murphy

Sacramento living trust attorneys

Due in large part to the flexible nature of a living trust, it has become very popular to include at least one living trust in a comprehensive estate plan in recent years. As such, it is likely that you will find yourself involved with a living trust at some point in your life. You may also find yourself wondering when a living trust terminates. To help answer that question, we explain when and how a living trust terminates in California. What You Need to Know about Living Trusts It helps to … [Read more...]

Filed Under: Living Trusts

You May Still Face Probate After Creating Your Living Trust

April 30, 2019 by Timothy P. Murphy

Many folks create living trusts to, among other reasons, avoid the high costs of a California probate proceeding. Regrettably, some may think they’re saving money even more with do-it-yourself kits, Internet trusts, or by working with a paralegal or a general practitioner. If you go those routes, you increase your chances that your living trust may not avoid probate.  Even with a high quality trust, failing to follow through with the “funding” process could trigger a probate. Why Won’t my … [Read more...]

Filed Under: Estate Planning, Living Trusts, Probate Tagged With: Estate Planning, Living Trusts, Probate

Living Trust Benefits

April 17, 2019 by Timothy P. Murphy

living trust benefits

As you move through the various stages of your life, your estate plan will likely need to grow and expand in order to meet your changing needs. As such, you will undoubtedly make use of a variety of estate planning tools and strategies in your growing estate plan. One of the most popular additions to a comprehensive estate plan is a living trust. Understanding some of the common living trust benefits can help you decide if a living trust is right for your estate plan. What Is a Living … [Read more...]

Filed Under: Living Trusts

Do I Need A Separate Tax ID Number For My Trust?

March 13, 2019 by Timothy P. Murphy

A common question we get from clients is: What is the Tax ID number for my trust?  The question is often prompted when our clients attempt to open an account under the name of their trust. For most of our clients, the type of trust we create is known as a grantor trust which is amendable and revocable.  These are commonly referred to as “living trusts”. You can determine whether you have such a trust by reading Article One of your trust document.  In such cases, the Tax ID number for the … [Read more...]

Filed Under: Estate Planning, Living Trusts, Taxes, Trusts Tagged With: Estate Planning, Estate Planning Information, Trusts

KEEPING YOUR IMPORTANT DOCUMENTS SAFE FROM A DISASTER

November 20, 2018 by Timothy P. Murphy

The recent horrific firestorms suffered by our neighbors in nearby Paradise and the fires in the Wine Country not long ago have touched us all.  To help them with their recovery, there are several organizations providing much needed assistance.  They can all use our helping hand.  See our Charity list in this newsletter for more information. Natural disasters are part of life, from hurricanes and floods to earthquakes and tornadoes.  For us Northern Californians, the forecast is for more … [Read more...]

Filed Under: Digital Assets, Estate Planning, General, Living Trusts, Trusts

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Upcoming Seminars

    Previous Seminar Topics:

    • 8 Deadly Mistakes: How Clients Destroy Their Estate Plans and What You Can Do About It (June 2019)
    • Beneficiary Planning: Tailoring Your Estate Plan To Meet Your Goals And Their Needs (March 2019)
    • Long Term Care Planning In A Changing World (February 2019) (March 2018) (January 2016) (July 2016)
    • The Trustee Workshop: Keeping Things In Good Order Now and In the Future (January 2019) (February 2018)
    • The New Tax Law: What It Means For You (January 2018)
    • Effective Estate Planning Strategies: What You Need to Know” (Dante Club, May 2018)
    • “Taking Care of Business: Planning Guide and Resources for Older Adults” (Carmichael Presbyterian Church, May 2017)
    • “The Care and Feeding of Your Living Trust: Keeping It Up To Date” (January 2016) (September 2017)
    • “Protecting Your Retirement Accounts from Excess Taxes, Penalties and Problems Now and in the Future” (January 2016) (January 2017)
    • New President, New Tax Laws? (January 2017)
    • The Trustee Workshop: How to Make Sure Your Trust Works When You Need It (August 2016)
    • Estate Planning Workshop (March 2016)
    There are no seminars scheduled at this time. Please leave your name and email and we will let you know when our next one is scheduled.
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SACRAMENTO

2277 Fair Oaks Blvd., Ste 320
Sacramento, CA 95825-5599
United States (US)
Phone: (916) 437-3500

ROSEVILLE

3017 Douglas Blvd., Ste 300
Roseville, CA 95661
United States (US)
Phone: (916) 437-3500

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