We all want to protect our family members and keep them safe, secure and independent.... [Read more...]
Three Reasons To Avoid Probate
Many people interested in the subject of estate planning do research on the Internet. When doing online research, ... [Read more...]
If an in-law draws up a Will or Trust for the parent of his or her spouse, does that void his/her spouse’s share of the inheritance?
I was asked whether or not a daughter, whose husband prepared a will for the... [Read more...]
Travel Tips for Seniors, by guest blogger, Lois G. Tager, M. Ed., CSA, Director of Geriatric Care Management at the Litherland, Kennedy & Associates, APC, Attorneys at Law
As the holiday season approaches, families often travel from one destination to another. Preparing beforehand... [Read more...]
Stocks in the Name of Deceased Spouse
A client recently presented me with the following factual situation. Her father, a California resident,... [Read more...]
Optional Claims Procedures for Trust Administration
One of the major advantages of having a living trust is that upon death, assets... [Read more...]
Use of a Special Needs Trust to Shelter an Inherited Home
I was recently asked to address the following fact situation. Mother is elderly and in... [Read more...]
Beneficiary’s Rights to Trust Copy and Accountings
Under California law, when a decedent dies and their living trust become irrevocable, the trustee... [Read more...]
Rights of a Surviving Spouse
What are the legal rights of a surviving spouse to the deceased spouse's assets where... [Read more...]
Probate of Testamentary Trust
What state laws apply to a decedent's Will? Well, it depends. First, many states have... [Read more...]
Decedent’s Credit Card Debt
I was recently asked to address the question of whether or not a surviving spouse... [Read more...]
Funding a trust
I am frequently asked what assets should not be funded into a Trust. The first... [Read more...]
