As the title says clueless about this stuff. Just got hit with a spiked CLUE x4 of relative passing away to realize that we need to do this stuff. I also have health issues that make me high risk if I get COVID. Married in… Read More »How to Start- Married with 3 kids and clueless
Launched in late 2016, the Department of Veterans Affairs (VA) weekly podcast is a part of its ongoing effort to engage and reach out to Veterans. “Borne the Battle” recognizes each battle, challenge, and sacrifice our Veterans endure during and after their service, as well… Read More »VA Podcast: “Borne the Battle”
When you are a single parent, you must take action to put an estate plan in place. There is absolutely no way that you can responsibly go through life without making provisions for the well-being of your children if you were to pass away. This… Read More »Estate Planning for Single Parents
SECOND SPOUSE TRUST PLANNING By: David L. Crockett, Attorney, CPA UCLA Law School ’69, UC Berkeley ’66Continue Reading
In Pena v Day, Anderson created a revocable trust in California in 2004 in which he was both the settlor and the trustee. The Trust specifically provided that amendments “be made by written instrument signed by the settlor and delivered…
There is no doubt, seat belt use saves lives. Since the passage of laws requiring front seat belt use, the majority of Americans have made it a habit to buckle up (at least when they are sitting in the front seat). Data shows an almost… Read More »Sitting in the Back Seat? You Still Need to Buckle Up!
If we’re honest, most of us have spent some time in the last few weeks thinking about mortality—our own and that of our loved ones. It’s not surprising given the fact that we’re living through a pandemic that has caused unprecedented disruptions to our daily… Read More »3 Documents for Peace of Mind During This Pandemic
In this ever evolving environment, we thought that it would be helpful to provide you with information regarding the recently implemented Paycheck Protection Program. To that end, we have included a link to a Paycheck Protection Program (“PPP”) Information Sheet that has been prepared by… Read More »Paycheck Protection Program (PPP) is the help businesses need
When a person dies without a Last Will and Testament, he is deemed to have died intestate. In these matters a petition must be filed with the Surrogate’s Court to have an Administrator appointed to handle estate affairs. A fiduciary is needed for estate settlement.… Read More »When New York Kinship Proof is Needed to Act as an Administrator
Beneficiaries, trust creators, and trustees may have questions about discretionary and mandatory distributions from trusts. Trust language and requirements for distributions can be confusing, especially if you are new to learning about estates and trusts. What Are Distributions from Trusts? Trust creators make trusts to… Read More »Discretionary Versus Mandatory Distributions from a Trust
A lot of people think that estate planning is a simple matter that doesn’t require much thought. You get out a pen and paper and draw up a last will on your own at some point, or you download a boilerplate form off the Internet.… Read More »Develop an Estate Planning Checklist
The novel “coronavirus” (also called “SARS-CoV-2”) causes the disease “COVID-19.” It first appeared in late 2019 and was reported to the World Health Organization (WHO) on December 31, 2019. Here’s a link to the WHO’s site for the latest global information. At this point, the… Read More »Families Gather in Novel Ways in Pandemic