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Estate Planning

Funding Your Revocable Living Trust

2021-01-12T16:49:55+00:00

Having a fully funded living trust is essential to taking advantage of its benefits.  An unfunded or partially funded Revocable Living Trust does not avoid probate. “Funding” your trust really means doing one of two things (1) transferring title and ownership of your assets from you to your living trust; or (2) changing your beneficiary from an individual or group of individuals to your living trust. It sounds scary, I know. [...]

Funding Your Revocable Living Trust2021-01-12T16:49:55+00:00

7 Important Things to Know About Living Trusts

2021-01-12T16:53:45+00:00

Most estate planners recommend having a living-based estate plan. The cornerstone of that plan is – you guessed it – the living trust. This post is going to cover everything you need to know about living trusts so you can do two things. Decide whether a trust-based estate plan is right for you. If you have already decided that a trust-based plan is right for you, or already have a living [...]

7 Important Things to Know About Living Trusts2021-01-12T16:53:45+00:00

Choosing a Professional Fiduciary to Act as Trustee

2020-11-20T23:39:13+00:00

Making plans for your money and property after you die is not the most exciting thing to do. It always involves thinking about circumstances that typically make you apprehensive, fearful, or uncertain. In fact, many people put-off estate planning because they do not want to deal with these difficult questions and emotions, which can have disastrous effects. Failing to plan for your estate because you are afraid of dealing with these [...]

Choosing a Professional Fiduciary to Act as Trustee2020-11-20T23:39:13+00:00

Celebrity Monday: We Can All Learn From Nipsey Hussle’s Failure

2020-08-31T04:38:22+00:00

In March 2019, Hip Hop artist Nipsey Hussle was gunned down by Eric Holder (no relation) outside of Nipsey’s South Los Angeles clothing store. It was a sad and tragic end to the hip hop star’s life, whose career has just taken off. On this Celebrity Monday we will look at the estate of Nipsey Hussle and learn that failing to have an estate plan if you have young children should [...]

Celebrity Monday: We Can All Learn From Nipsey Hussle’s Failure2020-08-31T04:38:22+00:00

Celebrity Monday: Kobe Bryant’s Estate Plan Had A Flaw

2020-08-24T19:24:43+00:00

Yesterday day, August 23, would have been Kobe Bryant’s 42nd birthday. But tragically, as almost everyone knows, Kobe died suddenly and unexpectedly in a helicopter accident. Kobe’s death underscores why proper estate planning is important. You never know the time and hour when you will pass from this world. If you have young children it is exceedingly important to have a proper plan in place. Even if you already have a [...]

Celebrity Monday: Kobe Bryant’s Estate Plan Had A Flaw2020-08-24T19:24:43+00:00

Flexible Education Funding Options for Uncertain COVID-19 Times

2020-07-14T16:21:23+00:00

COVID-19 has changed everything. Things we all took for granted, like school starting in the fall are now exceedingly uncertain. No one knows what the education landscape will be like in 2020-2021. Will classes continue to be online? Will colleges open and allow students on campus, or will they be bunking with mom and dad for the fall semester? Despite all the uncertainty, one certainty remains: education is still going to [...]

Flexible Education Funding Options for Uncertain COVID-19 Times2020-07-14T16:21:23+00:00

Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process

2020-08-10T16:42:44+00:00

Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have a lot of free time to work on your estate planning. If you are able to answer the following questions or at least think them through, you can get a jump start on [...]

Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process2020-08-10T16:42:44+00:00

Special Estate Planning Considerations for Art and Other Collections

2020-05-26T17:38:14+00:00

Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps, or designer handbags, or they may have more sentimental than monetary value, such as political bumper stickers, postcards, or rocks. Regardless of its dollar value, if you have a collection, it should be included in your estate plan. You should make arrangements in advance to ensure that the collection [...]

Special Estate Planning Considerations for Art and Other Collections2020-05-26T17:38:14+00:00

Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed

2020-05-26T17:30:21+00:00

Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be unseen dangers that are crucial for beachgoers to keep in mind: For example, the undertow is a current of water, often quite powerful, below the surface, that is moving away from shore when waves are approaching it. It can easily knock a smaller person off balance and could be [...]

Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed2020-05-26T17:30:21+00:00

Caring For Yourself with the Right Estate Planning Prescription

2020-05-26T16:18:59+00:00

To all front-line and “essential” workers: Thank you for all of your hard work—day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to care for some of the most vulnerable people in our society. Whether you are caring for them in a hospital, therapy room, or patient’s home, you are there to protect and help the patient gain a better tomorrow. However, one important [...]

Caring For Yourself with the Right Estate Planning Prescription2020-05-26T16:18:59+00:00
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