“I’ll get to it later.” It’s a phrase many of us have uttered, especially when it comes to tasks that feel overwhelming or too distant to be pressing. Estate planning, for many, falls into this category. But as any experienced Modesto lawyer will emphasize, in the world of wills and trusts, sometimes “later” becomes “too …
Inheriting a piece of jewelry from a loved one is not just about receiving a valuable asset—it’s also about inheriting a memento filled with memories and emotions. As precious as it is sentimentally, it’s equally important to ensure that the jewelry’s monetary value is protected and preserved. As an experienced Stanislaus County estate planning lawyer, …
It’s not uncommon for parents to add an adult child as a co-owner on their bank account. This arrangement often serves as a convenience, allowing the child to help manage finances or ensure easy access to funds in case of emergencies. However, what happens when that child is facing a divorce? Could the parent’s money …
This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more.
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more.
Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more.
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a standard, which has its origin in tax regulations. Read on to learn more.
A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more.
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. Read on to learn more.
The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference also included opportunities for networking and fun. Read on to learn more.
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