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Newman Law Group
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There's no question that it can be uncomfortable to consider the prospect of your untimely passing. In fact, it's this discomfort that leads so many people to postpone or even avoid estate planning altogether.As we've discussed on our blog, there are a multitude of...
Insurance contracts, like annuities or life insurance, offer great flexibility for individuals considering an estate plan.For starters, the beneficiary does not have to be a person. By naming a trust as the beneficiary, an individual can have greater control over how...
Readers of this estate planning blog probably assume that trusts are created with human beneficiaries in mind. But that’s not always the case, as in charitable giving.One way to include charitable giving in an estate plan is through the creation of a charitable...
So you want to transfer some of your assets to a trust, but you don’t know how to go about selecting a trustee?First of all, a trust can be an incredibly flexible tool in estate planning. That versatility extends to choosing the trustee. Perhaps a grantor might have...
We have spoken before in this blog about the importance of considering the use of trusts when setting up an estate plan. Different trusts exist to serve the different needs of each testator in California.For instance, parents of children with special needs have unique...
Before we talk about how to choose the right successor Trustee, let's talk about what a successor Trustee does and whether you need to choose a successor Trustee.A Trustee is the legal owner of assets held in Trust. When you establish a Revocable Living Trust, you...
Discovering a last will and testament in an old artifact, book or other hiding place may make for great drama in a movie. However, it’s not recommended for prudent estate planning. Readers may recall some of our planning advice in recent posts about revocable and/or...
Individuals often gravitate toward the bigger assets in estate planning, such as a home, motor vehicles, and/or family heirlooms.A will is certainly a valid approach to those estate planning items. Directions in a will can easily explain how an individual wants...
When it comes to estate planning, is it the thought that counts? A recent article suggests that individuals may not be as concerned about the amount they leave to their heirs as the financial lessons they have imparted. Said more simply, individuals may worry about...
Billionaire hedge fund manager David Einhorn recently announced that his family’s charitable trust would be making a $50 million gift to his alma mater over a time frame of ten years. The purpose of the pledge will be to enable more Cornell students to receive...
