Trusts

Estate planning comprises a number of different topics that all have a common goal. In addition to wills, powers of attorney and estate administration directives, many California residents find that trusts offer a convenient method to transfer assets. Although there...

There is an obvious and clear upside related to an education savings account set up on behalf of a child or other loved one. The money grows over time and is slated to be ready and available at those important future moments when it is needed.And, concomitantly, there...

A recent article on a California legislative bill focusing upon estate planning that was recently signed into law by Gov. Jerry Brown terms the development "a planning opportunity" for some spouses across the state.Here's why.Federal law mandates that states attempt...

Boy, talk about life imitating art.If blues legend B.B. King -- who passed away last year -- could somehow come back to life to write just one more song, that product might easily transcend all his other creations for truly embodying what the blues is all about.And,...

A quick and summary response to the above-posed blog headline query is this: Maybe.As noted recently online in a legal publication focusing upon the sometimes logical nexus between divorce planning and estate administration, some splitting-up partners do indeed need...

Estate planners hardly comprise an audience that needs to be told and periodically reminded that trusts command great power in the realm of estate administration.That is, they are impressively flexible. They provide for confidentiality, when that is a perceived...

Individuals and couples in Orange County and elsewhere across California who timely engage in purposeful and comprehensive estate planning often feel a sense of confidence and relief following the creation of a carefully tailored plan.And that just makes sense, given...

There is a lot for parents and other primary caregivers to think about when it comes to ensuring that a child with long-term care needs owing to a disability is adequately provided for over his or her lifetime.As noted in a recent Wall Street Journal article...

Any reader searching for articles and information on generalized estate planning subjects won't be disappointed following a simple online search into that topic area.What he or she will find is a veritable trove of stories and, often, "how to" do-it-yourself...

Many people reasonably engage in purposeful planning even regarding relatively simply and commonplace tasks. They do a mental inventory before going to the grocery store. They compile chore- and work-related "to-do" lists that serve as essential reminders for things...