Blog - Page 34 of 39

Don’t Disinherit with a Small Amount

Posted on September 17, 2014

There are a lot of myths and misconceptions surrounding estate planning. Many people think that a last will and testament is the only estate planning document you really need. This of course is false. Others assume that you only need to...

Remembering all of those lost 13 years ago today. Never forget.

Posted on September 11, 2014

The attacks of September 11th were intended to break our spirit. Instead we have emerged stronger and more unified. We feel renewed devotion to the principles of political, economic and religious freedom, the rule of law
and respect for human life. We are more determined than ever to live our lives in freedom.

Is a copy of a will sufficient?

Posted on September 4, 2014

Many people keep their important documents at home where they are easily accessible. It’s not at all uncommon to find people with a filing cabinet or even a shoe box containing passports, account statements, deeds, tax returns, birth certificates and social...

Protecting Your Vacation Home with a Cabin Trust

Posted on August 28, 2014

Many people own a family vacation home--a lakeside cabin, a beachfront condo--a place where parents, children and grandchildren can gather for vacations, holidays and a bit of relaxation. It is important that the treasured family vacation home be considered as part...

What to Do after a Loved One Passes Away

Posted on August 13, 2014

The loss of a loved one is a difficult time, often made more stressful when one has to handle the affairs of the deceased. This may be a great undertaking or rather minimal work, depending upon the level of estate planning...

8 Things to Consider When Selecting a Caregiver for Your Senior Parent

Posted on August 4, 2014

As a child of a senior citizen, you are faced with many choices in helping to care for your parent. You want the very best care for your mother or father, but you also have to take into consideration your personal...

Young and Ill, without Advance Directives

Posted on July 30, 2014

When you are a child, your parents serve as your decision makers. They have ultimate say in where you go to school, what extracurricular activities you partake in and where, and how, you should be treated in the event of a...

Can I Get In Trouble With the IRS for Trying to Reduce the Amount of Estate Tax That I Owe?

Posted on July 16, 2014

You’ve likely heard that one of the many benefits of estate planning is reducing the amount of federal, and state, taxes owed upon your passing. While it may seem like estate tax planning must run afoul of IRS rules, with the...

What is Estate Recovery?

Posted on July 9, 2014

Medicaid is a federal health program for individuals with low income and financial resources that is administered by each state. Each state may call this program by a different name. In California, for example, it is referred to as Medi-Cal. This...

Removal of a Trustee

Posted on June 25, 2014

In creating a trust, the trustmaker must name a trustee who has the legal obligation to administer it in accordance with the trustmaker’s wishes and intentions. In some cases, after the passing of the trustmaker, loved ones or beneficiaries may want...