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Trusts are useful tools for those planning legacies in part because they give people control over their property even after they die. In a standard inheritance, the beneficiaries assume control over an asset as soon as the estate transfers it to them. When you use a...
When you make your estate plan, it is important to remember that life can be unpredictable. You cannot rely on the fact that you will live to a ripe old age. Consider if your children would be mature enough to handle their inheritance if you died within the next few...
Creating an estate plan is one of the most responsible things you can do to take care of your loved ones. However, estate plans are about much more than deciding who gets your life insurance money and savings accounts. Deciding what to do with your California home is...
When it comes to leaving an inheritance for your family members in California, you have three options: do nothing and hope everything works out, state your intentions in a will, or create a revocable living trust. If you do nothing, you still have an estate plan – the...
No one knows what the future holds as they age, but a comprehensive estate plan can help you reduce risk and provide for your own care and for your loved ones. An effective estate plan can not only guard your financial interests but also ensure you receive the level...
The Setting Every Community Up for Retirement Enhancement Act of 2019 (the ‘SECURE Act’ for short) came into effect in January 2020. This act puts in place a number of changes that impact both IRA account holders and their beneficiaries. Intrigued? Confused? A little...
It’s the start of 2024 and you’ve finally decided to cross off that resolution from 2004. Well, it took you 20 years but you’ve finally done it. Congratulations, you’ve decided to finally create your estate plan! But you may be stumped about whom to name as your...
Not only are we living in Madonna’s material world, we are now fully in a digital world. We buy everything online (how would we survive without Amazon’s ability to deliver that foot spa to us within two hours?), have multiple social media accounts (albeit mostly owned...
Advance warning: this post is written by a non-millennial. (I’m stuck in Gen Y, or whichever letter of the alphabet signifies those of us too young to be in our golden years but too old to be cool.) But for all the millennials out there, bear with me for a few...
Let’s face it – death is not a fun topic for anyone to discuss, consider, or analyze. (Unless you’re an estate planner with a morbid sense of humor. I’m sure I don’t know anyone like that.) The topic brings up an array of unpleasant emotions, including fear, our...
