wealth

September 10, 2021

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…

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August 27, 2021

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…

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August 20, 2021

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…

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July 23, 2021

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…

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June 18, 2021

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…

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June 4, 2021

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…

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May 28, 2021

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…

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May 14, 2021

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…

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April 16, 2021

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…

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April 9, 2021

What Happens If My Beneficiary Dies Before Me?

When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions…

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