May 28, 2023

Why Can’t We Have a Joint Trust If We Are Not Married?

By |May 28th, 2023|Estate Planning|Comments Off on Why Can’t We Have a Joint Trust If We Are Not Married?

Why Can’t We Have a Joint Trust If We Are Not Married? Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do not live in a state where their estate may be subject to a state death tax. Compared to separate trusts, [...]

May 23, 2023

The Death Of Raquel Welch & What Her Estate Plan Is (Or Might Be)

By |May 23rd, 2023|Estate Planning|Comments Off on The Death Of Raquel Welch & What Her Estate Plan Is (Or Might Be)

The Death Of Raquel Welch & What Her Estate Plan Is (Or Might Be) Raquel Welch, whose acting career spanned five decades, passed away in February at the age of eighty-two. Welch appeared in more than thirty films and fifty television series, won a Golden Globe Award, and has a star on the Hollywood [...]

May 18, 2023

Planning a Barbecue Is Like Planning Your Estate

By |May 18th, 2023|Estate Planning|Comments Off on Planning a Barbecue Is Like Planning Your Estate

Planning a Barbecue Is Like Planning Your Estate For many, Memorial Day weekend signals the beginning of summer and enjoying warm-weather activities, including backyard barbecues with friends and family. Although a cookout may be an informal affair, planning is crucial to its success. This is true for estate planning, too. Just as preparations are [...]

May 13, 2023

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

By |May 13th, 2023|Estate Planning|Comments Off on National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan

National Home Remodeling Month: How Remodeling Your Home Could Impact Your Estate Plan Spring is associated with renewal, and as the weather gets warmer, many homeowners turn their attention to renovation projects.  Each May, the home remodeling industry and the National Association of Home Builders (NAHB) celebrate National Home Remodeling Month. In 2023, over [...]

May 8, 2023

Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety

By |May 8th, 2023|Estate Planning|Comments Off on Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety

Mental Health Awareness Month: How An Estate Plan Can Help Improve Anxiety How Estate Planning Can Help Reduce Anxiety About The Future Roughly one in five US adults experiences a mental illness each year. Anxiety disorders are among the most common mental health conditions, affecting nearly one-third of adults at some point in their [...]

May 3, 2023

Are You Single With a Minor Child? If So, You Need a Plan

By |May 3rd, 2023|Estate Planning|Comments Off on Are You Single With a Minor Child? If So, You Need a Plan

Are You Single With a Minor Child? If So, You Need a Plan Single Parents: Protect Your Child's Future With An Estate Plan You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable to care [...]

Apr 4, 2023

What Happens To Elvis’s Legacy Now?

By |April 4th, 2023|Estate Planning|Comments Off on What Happens To Elvis’s Legacy Now?

What Happens To Elvis's Legacy Now? The Complicated Future Of Elvis Presley's Legacy: Navigating Lisa Marie Presley's Estate Elvis Presley, the King of Rock and Roll, died in 1977. Like most celebrities of his stature, he left behind a complicated legacy—and a considerable estate. Elvis’s estate, including Graceland, ended up in the hands of [...]

Apr 4, 2023

What To Do With A Loved One’s Used Medical Equipment

By |April 4th, 2023|Estate Planning|Comments Off on What To Do With A Loved One’s Used Medical Equipment

What To Do With A Loved One's Used Medical Equipment The Challenge Of Dealing With a Loved One's Belongings After Death After a loved one has passed away and the funeral has been held, the task of sorting through their personal belongings begins. While items with sentimental value or family historical importance may have [...]

Apr 4, 2023

Garn-St Germain Act: What You Need To Know

By |April 4th, 2023|Estate Planning|Comments Off on Garn-St Germain Act: What You Need To Know

Garn-St Germain Act: What You Need To Know Understanding Due-On-Sale Clauses In Estate Planning It is important to let your estate planning attorney know if you own real estate that is subject to a mortgage. Most mortgages include due-on-sale clauses stating that, upon the transfer of the mortgaged property, the entire amount of the [...]

Apr 4, 2023

Four Important Considerations If You Win The Lottery

By |April 4th, 2023|Estate Planning|Comments Off on Four Important Considerations If You Win The Lottery

Four Important Considerations If You Win The Lottery Managing An Unexpected Wealth Win: What To Do On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment [...]

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