Clik here to view.
When Your Child Has Special Needs, Estate Planning is a Must
If you are the parents of a special needs child – and with autism spectrum disorder (ASD) now affecting 1 in 88 American children, that number is growing – then the need to plan for how your child’s...
View ArticleClik here to view.
Asset Protection: When a Will Won’t Do
Estate planning can be a complicated process for most people, and one of the most common misconceptions is that if you have a will, that takes care of everything. However, you need to consider some of...
View ArticleClik here to view.
Tax Law Changes Make CRUTs and CRATs More Attractive Than Ever
This week’s Forbes magazine has an interesting article about how the latest tax law changes have made two charitable remainder trusts – the charitable remainder unitrust (CRUT) and the charitable...
View ArticleClik here to view.
How to Ensure Life Insurance Proceeds Are Not Taxed
Having the proceeds of your life insurance policy taxed upon your death is not just bad luck for your family…it’s bad planning! If you own a life a life insurance policy and don’t have a plan, it will...
View ArticleClik here to view.
Tips for Giving Money to Grandchildren
Grandparents and grandchildren have a special relationship. As grandparents, you get to have the joy of being around children you are related to but not directly responsible for. And grandchildren...
View ArticleClik here to view.
How Trustees Can Avoid Problems
If you have been appointed as trustee of a California trust, then you have responsibilities both to the beneficiaries of the trust and to the law to perform your duties correctly. If you don’t, you...
View ArticleClik here to view.
7 Reasons a Trust Might Be Right for You
“Trust fund baby” conjures up images of spoiled children who live off wealth they did not create, but a trust can serve many purposes and is most decidedly not just for the rich. As a recent Fox...
View ArticleClik here to view.
Use of Trusts for Asset Protection
Families who don’t have over $10.5 million in assets that would make their wealth subject to federal estate taxes may think they don’t need trusts, but there is nothing better for protecting wealth for...
View ArticleClik here to view.
4 Special Trusts for Achieving a Specific Purpose
Trusts are generally used to preserve and manage assets for trust beneficiaries, but there are certain trusts designed to help you achieve a special purpose, like caring for a special needs person,...
View ArticleClik here to view.
9 Good Reasons to Conduct a Trust Review
If you have a revocable trust, when is the last time you reviewed it to make sure it still meets your goals and complies with current law? If it has been a few years, then it’s time to conduct a...
View Article
