Pay Later loans for attorney fees
Pay Later loans for attorney fees
Tailoring A Solution To Meet Your Needs
Before it can accomplish its intended purpose, a trust must be properly funded by transferring assets into it. While many people immediately think of placing a home or investment account into a trust, numerous other assets may also be appropriate funding...
You may take great pride in supporting one or more charitable organizations. Have you considered how you can continue to foster those values via a thoughtfully crafted estate plan? A charitable giving plan can allow you to support causes that matter to you while...
When you use a discretionary trust, you are giving the trustee a lot of power. They are now in charge of how the funds from the trust will be distributed, and they can use their own discretion when making these decisions. This trustee should not receive any of the...
Imagine that a medical emergency leaves you unable to communicate your wishes or manage your affairs. Critical health care decisions require immediate attention. So will financial decisions and transactions eventually. Can your close family members simply step in and...
Testators worried about their legacies may create estate plans that address their debts and potential future tax obligations. For some people with intergenerational wealth, real estate or business holdings, estate taxes may be a concern. Although California does not...
A personal representative or an executor of an estate acts as a fiduciary. Their duties include locating the will and filing it with the court, locating and safeguarding assets, communicating with beneficiaries and interested parties, settling debts, filing tax...
Life rarely stays the same for long. Families grow, finances shift and personal priorities change over time. Because of this, your trust should not remain untouched for years. A trust amendment gives you the chance to update certain parts of your trust without...
A special needs trust can be an important part of your estate plan if you have a beneficiary who receives government benefits. They may only qualify for these benefits as long as they can pass a means test showing that they do not have substantial financial assets of...
Many people take on estate administration without realizing the legal and financial responsibilities involved, and that’s when costly mistakes happen. Between navigating probate rules and coordinating with family members, it’s easy to feel overwhelmed. Estate...
In previous editions of this newsletter, we introduced you to the concept of Medi-Cal “estate recovery,” that is, an unsecured claim made by Medi-Cal upon the death of a Medi-Cal recipient (and his or her spouse, if any) against the recipient’s estate for recovery of...