You probably recommend trusts over wills to many of your estate planning clients because revocable living trust-based estate plans provide a comprehensive solution for many of your clients’ needs. Of course, it’s not necessarily an [...]
By eastham|2021-11-19T15:39:15+00:00November 19th, 2021|Categories: Estate Planning|Comments Off on ESTATE PLANNING IS THE FIRST STEP, BUT WHAT IF THE TRUST ISNT FUNDED?
Helping Clients Plan for Community Property in a Separate Property State If you are an estate planner, chances are you practice in a separate property (or common law) state. After all, there are only nine [...]
By eastham|2021-10-29T19:06:20+00:00October 29th, 2021|Categories: Estate Planning|Comments Off on Helping Clients Plan for Community Property in a Separate Property State
In a constantly evolving world, having the flexibility to adapt to changing circumstances is a valuable trait. But is flexibility less important in estate planning than in other areas of life? In many situations, you [...]
By eastham|2021-10-22T13:37:36+00:00October 22nd, 2021|Categories: Estate Planning|Comments Off on Redoing Your Loved One’s Estate Plan
When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real property like homes and rental properties, to stock options, investment accounts, heirlooms, and employment [...]
When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed [...]