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5 Essential Actions to Protect Your Estate
Protect Your Estate with Five Facts Continue reading
Posted Nov 3, 2020 at Carlsbad CA Estate Planning
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How Does Guardianship Work?
“As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?” Continue reading
Posted Oct 9, 2020 at Carlsbad CA Estate Planning
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Estate Planning Needs for Every Stage
“Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.” Continue reading
Posted Sep 28, 2020 at Carlsbad CA Estate Planning
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Searching for Lower Taxes? Check State Laws
“Some states are great to live in, but not so great to die in.” If you are among the many Americans making a move because of economics, a recent article from MarketWatch titled “Thinking about moving to a state with lower taxes? These are the mistake to avoid” has the... Continue reading
Posted Sep 21, 2020 at Carlsbad CA Estate Planning
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What Happens to Debt when You Die?
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate. Continue reading
Posted Sep 14, 2020 at Carlsbad CA Estate Planning
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Estate Planning Basics You Need to Know
Estate planning can come in a variety of forms, from basic beneficiary designations when you open a bank or brokerage account to more complex and comprehensive plans. Continue reading
Posted Sep 8, 2020 at Carlsbad CA Estate Planning
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Don’t Overlook These 7 Key Parts in Your Estate Plan
“During the past four months, more than 141,000 Americans have died of COVID-19. Anecdotal evidence suggests that the pandemic has prompted some people to get serious about creating or updating their estate plans, according to Christine Benz, Morningstar’s director of personal finance.” Continue reading
Posted Aug 20, 2020 at Carlsbad CA Estate Planning
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That Last Step: Trust Funding
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding. Continue reading
Posted Aug 11, 2020 at Carlsbad CA Estate Planning
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Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will. Continue reading
Posted Aug 5, 2020 at Carlsbad CA Estate Planning
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What are Fiduciary Duties of a Trustee?
It is important to your family’s future that you leave a legacy with well-executed documents. It’s equally essential that you understand all of the roles of the people involved in your estate, especially the person or organization who will manage your estate. Continue reading
Posted Aug 3, 2020 at Carlsbad CA Estate Planning
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Baseball Champion Denies Having Dementia and Sues Daughter-In-Law for Elder Financial Abuse
“Orlando Cepeda wants to know where his money went. He also wants to learn what happened to all of his baseball memorabilia, including his 1967 National League Most Valuable Player Award, and wants to be made whole.” Continue reading
Posted Jul 31, 2020 at Carlsbad CA Estate Planning
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Social Security and Medicare and the Impact on Retiree Taxes
Medicare has a series of income limits that trigger increasingly higher payments for retirees. And it’s not just the rich who are affected. Continue reading
Posted Jul 29, 2020 at Carlsbad CA Estate Planning
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There Is a Difference between Probate and Trust Administration
“Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.” Many people get these two things confused. A recent article, “Appreciating the differences between probate and trust administration,” from Lake County News clarifies the... Continue reading
Posted Jul 27, 2020 at Carlsbad CA Estate Planning
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Possible Pitfalls for Special Needs Planning for Parents
“Both the state and federal government, administered through the Social Security Administration (SSA) and Medicaid provide disabled individuals with a variety of life enhancing, and sometimes life sustaining, public benefits. Continue reading
Posted Jul 22, 2020 at Carlsbad CA Estate Planning
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Your Estate Plan Needs to Be Customized
“Estate planning documents often are treated like the photocopied permission slip for a child’s field trip. You fill in your name, include the children’s names and dates of birth and sign. The document is filed away to be used if needed, but you really never expect it to be used.” Continue reading
Posted Jul 20, 2020 at Carlsbad CA Estate Planning
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Appeals Court Rules in Will Dispute between Ex-Wife and Brother
“Recently, the Indiana Court of Appeals decided the case of Trowbridge v. Estate of Trowbridge. The case involved a man, Everett, who, despite their divorce, remained on good terms with his ex-wife, Christal.” Continue reading
Posted Jul 17, 2020 at Carlsbad CA Estate Planning
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Still Procrastinating about Your Estate Plan?
“Without an estate plan in place, clients will be reliant on state laws and probate courts to appoint individuals who will be responsible for financial affairs and health-care decisions, in the case of illness and ultimately the transfer of assets upon death.” Continue reading
Posted Jul 13, 2020 at Carlsbad CA Estate Planning
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Picasso’s Sole Heir Continues to Sell Artwork
When the Spanish painter Pablo Picasso died of a heart attack on April 8, 1973, he left behind not only a huge artistic oeuvre of 50,000 works, but enough family drama to cover several generations. Continue reading
Posted Jul 10, 2020 at Carlsbad CA Estate Planning
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Why You Need an Advance Directive Right Now
“COVID-19 is quickly becoming the leading cause of death in the United States. As of today, Indiana has over 37,000 cases of COVID-19 and over 2,100 deaths. That is why articulating your wishes regarding end-of-life health care, is more important than ever.” Continue reading
Posted Jul 7, 2020 at Carlsbad CA Estate Planning
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Five Top Reasons to Add Beneficiaries to Investment Accounts
You can reduce the load for your own heirs by communicating your preferences about your assets clearly. Part of that means adding beneficiaries to your retirement and investment accounts. Continue reading
Posted Jul 6, 2020 at Carlsbad CA Estate Planning
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Using Retirement Funds in a Financial Crisis
“U.S. has been making it easier for people to access long-term savings for emergencies, trading future financial security to stay afloat.” Continue reading
Posted Jun 29, 2020 at Carlsbad CA Estate Planning
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Are You Making the Most of the SECURE and CARES Acts?
“There have been several law changes that affect IRAs passed since December 2019.”
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Posted Jun 23, 2020 at Carlsbad CA Estate Planning
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C19 UPDATE: Emergency Estate Planning Decisions to Make Right Now
“Don't panic” has been a common refrain from government leaders, public health professionals, and across social media from well-meaning people trying to keep everyone calm during the coronavirus pandemic. Though it may be hard not to panic when the grocery store shelves are empty, the number of confirmed cases of... Continue reading
Posted Mar 18, 2020 at Carlsbad CA Estate Planning
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Should You Move Your 401(k) to A Roth?
“Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.” Overhauling the retirement savings system is the subject of considerable talk in Washington these days, with the focus on how to give an immediate boost to government tax revenues.... Continue reading
Posted Mar 17, 2020 at Carlsbad CA Estate Planning
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How Bad Can a Do-It-Yourself Estate Plan Be? Very!
“One Justice from the Florida Supreme Court commented that the expensive litigation far outweighed any savings resulting from the pre-printed form.” Here’s a real world example of why what seems like a good idea backfires, as reported in The National Law Review’s article “Unintended Consequences of a Do-It-Yourself Estate Plan.”... Continue reading
Posted Mar 9, 2020 at Carlsbad CA Estate Planning
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