Britney Spears: A Cautionary Tale about Conservatorships

Even if you do not listen to pop music, it has been hard to ignore the recent news about Britney Spears and the #FreeBritney movement trending on social media. What is this movement all about? And why should average Americans care? In 2008, pop singer and superstar performer Britney Spears had a widely publicized emotional [...]

By |2021-09-24T19:56:12+00:00September 24th, 2021|Estate Planning|Comments Off on Britney Spears: A Cautionary Tale about Conservatorships

Is Our Home Community Property or Separate Property, and Why Does It Matter?

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 income. A common assumption is that spouses want to share their property with each other. This assumption is not always [...]

By |2021-09-10T12:35:37+00:00September 10th, 2021|Estate Planning|Comments Off on Is Our Home Community Property or Separate Property, and Why Does It Matter?

Should you have Co-trustees when preparing your Estate Planning

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 to avoid the potential for disagreements or conflicts between co-trustees during the trust administration after the trustmaker’s death or disability. [...]

By |2021-08-27T20:46:00+00:00August 27th, 2021|Estate Planning|Comments Off on Should you have Co-trustees when preparing your Estate Planning

Basis: What You Need to Know

“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about. Nevertheless, a basic understanding of the concept can be very helpful for understanding important estate planning strategies used by your attorney and financial [...]

By |2021-08-20T10:53:50+00:00August 20th, 2021|Estate Planning|Comments Off on Basis: What You Need to Know

Estate Planning Is More Than Just Death Planning

Many believe that estate planning is simply instructions on how to distribute your assets when you pass away, but the reality is that proper estate planning can do much more. While one major benefit of estate planning is to provide for your family and friends when you are gone, there are many benefits for you [...]

By |2021-07-23T20:10:46+00:00July 23rd, 2021|Estate Planning|Comments Off on Estate Planning Is More Than Just Death Planning

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

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 [...]

By |2021-07-02T13:44:31+00:00July 2nd, 2021|Estate Planning|Comments Off on Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed

Living, Testamentary, and Constructive Trusts: Are They All the Same?

In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives can be confusing and even overwhelming at times. What is a will, and how does it differ from a trust? What distinguishes a springing power of attorney from an immediate power of attorney? [...]

By |2021-06-18T09:22:13+00:00June 18th, 2021|Estate Planning|Comments Off on Living, Testamentary, and Constructive Trusts: Are They All the Same?

Legal Requirements to Consider When Selecting an Executor

The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away. As a result, you should make your selection only after careful consideration regarding who is [...]

By |2021-05-28T13:00:11+00:00May 28th, 2021|Estate Planning|Comments Off on Legal Requirements to Consider When Selecting an Executor

National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Do you know that, according to the National Association of Home Builders, May is National Home Remodeling Month? Many people associate spring with cleaning out the old, brushing off the dirt accumulated from the long winter, and starting projects around the house that have been neglected for far too long. Perhaps, however, your home is [...]

By |2021-05-07T12:51:54+00:00May 7th, 2021|Estate Planning|Comments Off on National Home Remodeling Month: Can I Remodel My Own Estate Planning Documents?

Providing for Your Parents in Your Estate Plan

If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in the future) and your children. This should change the way you think about estate planning--instead of the traditional approach [...]

By |2021-04-16T20:51:37+00:00April 16th, 2021|Estate Planning|Comments Off on Providing for Your Parents in Your Estate Plan
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