Presented by Attorney Pablo TagreHarvard Law School, JD Estate Planning with Revocable Living Trusts helps lay the proper groundwork for your future, while protecting your family from potential hardship. Click below to attend one of our informational webinars to...
Most states do not prohibit a parent or legal guardian from serving as special needs trustees of a special needs trust for their child. However, some states require that such a trustee be bonded, meaning that the trustee must have an insurance policy that refunds...
If you have been named the executor of someone’s estate or the Trustee of a Trust, you may be unaware of all the responsibilities estate executors and trustees have. Many parents name a child as their executor or trustee, but seldom do children then do the necessary...
What is the Probate Process? Generally speaking, the probate process is used by state probate courts to transfer property to your heirs. It is really just a judge giving legal permission for assets to be passed on, whether or not you have a will. In California,...
I recently saw the video linked below about a poodle named Woody who was left to fend for himself after his owner passed away, and thought I’d quickly touch on the importance of a Pet Trust as part of your will or trust plan. Many of our clients are unaware of...
Use a Special Needs Trust to Prevent Disinheriting Disabled Children All too often, parents exclude their special needs children from their estate plan because they believe that if the child inherits property, they will be ineligible for government benefits....