Recent Blog Posts
The Basics Of Special Needs Trusts
When planning for those with special needs, relatives may face a dilemma. On the one hand, they want to leave as much property as possible to the disabled beneficiary or individual—they will obviously need as much help as possible, with the expenses that often come with special needs. But on the other hand, leaving… Read More »
Estate Planning For Undocumented Immigrants
Many people who are in this country as immigrants, are here as undocumented immigrants. Many of those people may have assets or property, and they may want to leave them to their beneficiaries and survivors. Because some laws may not apply equally to immigrants, many wonder if they can leave their property to loved… Read More »
Parental Estate Planning For The Young, New Adult In The Family
When our kids reach the age of majority, when they become legal adults, many parents appreciate the milestone, but don’t appreciate the legal ramifications of that milestone. Becoming a legal adult can create legal problems that many parents don’t anticipate. No Right to Information Imagine that your child is 19 or 20 or 21—basically,… Read More »
Ethical And Practical Estate Planning Tips
If you’re creating an estate plan, it may seem easy to just say who gets what and put what you want to happen in writing. Maybe you’ve even engaged a probate or estate law attorney to help you—a wise choice. But often, when it comes to creating estate plans, there are considerations that go… Read More »
Estate Planning And Family Heirlooms
When we create state plans, we understandably account for the things that have monetary value. These are the things that we believe that our beneficiaries will want, and potentially, may even fight over, if they aren’t left to them in the proper and equitable way. But in planning this way, it’s easy to overlook… Read More »
Tips To Help Select An Executor For Your Will
When you make an estate plan, part of that estate plan may be a will. In your will, you will have to pick a personal representative, or what is otherwise known as an executor. But how do you pick the executor? What qualities should you look for in selecting an executor? The Role of… Read More »
Revoking An Irrevocable Trust: Can It Be Done?
While you may not completely understand all the legalities of an irrevocable trust, one thing that many do understand is that an irrevocable trust is, by its name, permanent—irrevocable. But despite that, is it still possible to terminate or revoke an irrevocable trust? Why Irrevocability Matters The law makes it very hard to undo… Read More »
The Role Of Title Insurance In Estate Planning
If you’re leaving real property in your will or otherwise leaving it to others in some other way when you’re gone, you want your beneficiaries to have what you’re leaving to them, free and clear of liens or encumbrances of any kind. You normally don’t worry about this when you buy property, because presumably,… Read More »
Inheriting Stock Or Shares Through A Will Or Trust
If you inherit stock, or shares in a company, you may be elated at the idea of owning something that can go up in value, especially if the shares are valuable. But shares can go up and down in value, and can be held or liquidated, and which of that happens, may depend on… Read More »
Problems Trust Administrators And Trustees Face
Administering a trust isn’t easy. As the administrator or trustee, it’s your job to make sure that the trust is administered the way the creator (testator) wanted them to be. But it’s also about more than that. The trustee or administrator needs to secure the assets to the trust, and makes sure that whatever… Read More »