Estate Planning Articles curated for you.
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…
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
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
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
I was heartened last week to see Ontario’s Premier pushing for personal protection equipment (PPE), and to read here that he has joined forces with Hayley Wickenheiser and many volunteers to obtain, organize and distribute PPE to front-line workers. This equipment is desperately needed in… Read More »More Needs to be Done to Protect Those in Long-Term Care
Collaborative law is a method of dispute resolution that removes the disputed matter from the threat of litigation. Collaborative law, also known as Collaborative Practice, is a refreshing approach to resolving legal issues without having to go through the traditional litigation process. Collaborative law is… Read More »Using Collaborative Law to Facilitate Resolutions In Family Law Cases
We would like to pay the guardians of our children, so that they have some more readily flexible funds. Both our primary and alternate guardians we deem ethical and trustworthy. What is the best way to pay them a one time upfront fee? There is… Read More »How to Pay a Guardian