In the Internet age, much of our lives are online. So, what happens to all your emails, social media accounts, and digital assets when you die? California now has some answers.17
Continue reading “California Enacts Law Providing Fiduciaries Access To Digital Assets”
Going through divorce can be an overwhelming experience. But if you are divorced or considering divorce, do not forget to review and change your estate plans.
Long-term health care is expensive and can deplete a senior’s estate, leaving only a financial burden for heirs. An irrevocable Medi-Cal Asset Protection Trust can save the estate while allowing them to qualify for Medi-Cal long-term health care assistance.
Continue reading “Medi-Cal Asset Protection Trusts Help Seniors Get Long-Term Care”
Your college-aged children are adults in the eyes of the law. This means you no longer have the same legal rights regarding your child. So what sort of estate planning does your student need?
Many people think it’s a good idea to just gift their home to their children. While easy to do, this is a very bad idea. Giving away your home can have huge tax implications for your children, among other problems.
In this Ask Mike post, Mike answers the question “Can I refinance my home after putting it into a trust?”
Continue reading “Ask Mike: Can I Refinance My Home After Putting It Into A Trust?”
Wills and trusts are both indispensable estate planning tools. They can both be used to transfer assets after death. But there are some critical differences. Knowing the difference can be key to planning an effective estate plan.
Continue reading “What’s The Difference Between a Will and A Trust?”
The amount of wealth to be transferred the the baby boom generation to their heirs is expected to be as high as $59 trillion over the next several decades. That’s a lot of money. To make matters worse, our modern society has become more fragmented than ever before. These two facts together will lead to more than a few family disputes.
Here’s 8 tips on how to minimize the chance of a legal dispute over your estate:
What stops people from getting an estate plan that serves their needs? Here are the top 5 reasons people have an incomplete or poor estate plan.
Continue reading “Five Barriers to Successful Estate Planning”
Prince is just the latest in a long line of celebrities who failed to properly plan their estate prior to an unexpected death. But it isn’t just celebrities who are making this mistake. Failing to plan leaves the mess for your loved ones and the possibility of conflict when the family should be coming together. But keeping your estate conflict-free is easy.
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