Can An Irrevocable Trust Be Amended?
One of the defining features of an Irrevocable Trust is that it cannot be amended, either at it’s outset, or […]
Administering an Estate through Probate With or Without a Will
Only a Trust Avoids the Probate Process In California, a probate process will need to be initiated in order to […]
Naming Trusts as Designated Beneficiaries of Retirement Accounts
Treasury Regulations Permit Naming Trusts as (Designated) Beneficiaries of Retirement Accounts While often viewed as a “gray” area, the reality […]
Funding a Living Trust
How Do Life Insurance and Qualified Retirement Plans Fit In? The most important aspect of owning a Revocable Living Trust […]
What Financial Advisors Should Look for When Reviewing Client(s) Living Trusts
After practicing estate planning for almost 20 years, I've learned that having estate-planning documents doesn't always mean the estate planning […]
Special Needs Trust: What Expenses Can They Pay For?
A special needs trust or a supplemental needs trust can be established to help a disabled individual who is receiving […]
When to Review Trusts and Other Estate Plans
Safeguard and Periodically Review Your Estate Plan. No Estate Plan is ever finalized. Tax laws, economic conditions, estate exclusions, account […]
A Checklist for Settling a Living Trust Estate
A helpful checklist on how to settle a Living Trust Estate. Most of us have an estate, a legacy we […]
The Dangers of Do-It-Yourself Living Trusts
Have you tried doing your own physical exam lately? I mean, going to a doctor can be such a waste […]
Common Myths About Do-It-Yourself Estate Planning
Some common myths about doing your own Estate Plan. MYTH: I have chosen a godparent for my children, so it is […]