16 01, 2020

Charitable Lead Trust

By |2020-09-28T12:50:47-07:00January 16th, 2020|Legal Documents|0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is [...]

18 12, 2019

Charitable Remainder Trust

By |2020-09-28T12:59:50-07:00December 18th, 2019|Legal Documents|0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder [...]

20 11, 2019

Ancillary Probate

By |2020-09-28T13:13:11-07:00November 20th, 2019|Legal Documents|0 Comments

Ancillary Probate Ancillary probate is a type of secondary probate that some may find necessary. In this article, we will go over what an ancillary probate is and how they work. What is an Ancillary Probate? An ancillary probate is a secondary probate proceeding. This is in addition to a primary probate proceeding. One [...]

11 10, 2019

Common Estate Planning Terms

By |2021-09-28T08:28:55-07:00October 11th, 2019|Legal Documents|0 Comments

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that [...]

6 09, 2019

Medicaid Trust

By |2020-09-28T13:27:33-07:00September 6th, 2019|Legal Documents|0 Comments

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place, such as Medi-cal [...]

26 07, 2019

More Celebrity Estate Planning Mistakes

By |2021-09-28T04:56:44-07:00July 26th, 2019|Legal Documents|0 Comments

More Celebrity Estate Planning Mistakes Many enjoy reading celebrity estate planning mistakes because they have a hard time believing people with so much money and so many resources available to them can make such mistakes. But their mistakes can be simple, practical ones. We should be aware of these and learn from them. In [...]

14 06, 2019

Beneficiary Deeds-Advantages and Disadvantages

By |2021-08-26T22:52:32-07:00June 14th, 2019|Legal Documents|0 Comments

Beneficiary Deeds-Advantages and Disadvantages Beneficiary deeds are a type of estate planning document. Like any estate planning document, there are both advantages and disadvantages to using one. What works best differs from person to person, depending on their situation. In this article, we will go over the advantages and disadvantages of using a beneficiary [...]

5 04, 2019

7 Common Probate Misconceptions

By |2021-09-23T23:27:26-07:00April 5th, 2019|Legal Documents|0 Comments

Common Probate Misconceptions Probate is the court-supervised process of distributing someone’s assets after they pass. The process can be confusing, and most people know very little about it. Due to this fact, there are a lot of misconceptions about the probate process. In this article, we will clear up 7 of the most common [...]

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