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?

What Are the Rights of a Child Born Outside of Marriage?

Despite the prevailing view, children born to unmarried parents are commonplace. Historically, children in this category were treated poorly by both society and the law. In many cases, they had no right to inherit from either parent. This legal scheme eventually changed and provided means for these children to inherit from their mothers, but rarely [...]

By |2021-06-04T20:29:47+00:00June 4th, 2021|Estate Planning|Comments Off on What Are the Rights of a Child Born Outside of Marriage?

Selling a Deceased Loved One’s Real Estate: Things You Need to Know

After the death of a loved one, such as a parent, there are a variety of tasks that must be handled to wrap up your loved one’s final affairs. Selling your deceased loved one’s real estate is one of the more daunting ones. But before you call a real estate agent, you should take some [...]

By |2021-05-14T21:23:15+00:00May 14th, 2021|Estate Planning|Comments Off on Selling a Deceased Loved One’s Real Estate: Things You Need to Know

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?
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