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 [...]

23 02, 2019

You May Need to Update Your Estate Plan

By |2020-09-29T08:25:32-07:00February 23rd, 2019|Legal Documents|0 Comments

You May Need to Update Your Estate Plan One of the top estate planning mistakes you can make is failing to update your estate plan. Not making the proper updates can wreak havoc on the best thought out plans. In this article, we will go over six reasons you would need to update your [...]

7 12, 2018

Why Estate Planning Is Important

By |2020-09-29T08:42:42-07:00December 7th, 2018|Legal Documents|0 Comments

Why Estate Planning Is Important Estate planning is important as a component of your financial life. But many people put it off because the topic upsets them or they think they are not rich enough or old enough to worry about it. But it is something vital for everyone to take care of. In [...]

13 11, 2018

Irrevocable Trust FAQs

By |2020-09-29T08:54:50-07:00November 13th, 2018|Legal Documents|0 Comments

Irrevocable Trust FAQs An irrevocable trust is often a confusing estate planning document to many people. In this article, we will go over commonly ask irrevocable trust questions to help you better understand them and how they work. What is an Irrevocable Trust? An irrevocable trust is a type of estate planning document. It [...]

14 09, 2018

Choosing Your Trustee

By |2019-03-11T20:40:15-07:00September 14th, 2018|Legal Documents|0 Comments

Choosing Your Trustee A trustee is an entity or a person who you appoint to manage your trust after you can no longer manage the trust yourself. For a Revocable Living Trust, this person is your successor trustee. In this article, we will go over what you need to know for successfully choosing your [...]

21 08, 2018

Things Living Trusts Do Not Accomplish

By |2020-09-29T14:50:46-07:00August 21st, 2018|Legal Documents|0 Comments

Things Living Trusts Do Not Accomplish Living trusts are very helpful and essential estate planning documents. With a living trust, you are able to avoid probate and keep your affairs in order while you are ill and when you pass. Unfortunately, they do not accomplish everything, and it is important to be aware of [...]

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