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15 05, 2017

PLANNING FOR YOUR “DIGITAL ESTATE”

By | 2017-05-22T06:17:35+00:00 May 15th, 2017|Estate Planning, Succession Planning, Wills and Trusts|Comments Off on PLANNING FOR YOUR “DIGITAL ESTATE”

A few years ago, security software company McAfee, Inc. conducted a study which revealed that, on average, Americans have a “Digital Estate” worth more than $50,000.00.  At the time, these digital assets were at risk of being lost or otherwise inaccessible when the owner died or became incapacitated. On January 1, 2017, California became one [...]

28 04, 2017

Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

By | 2017-05-04T08:28:22+00:00 April 28th, 2017|Estate Planning, living trust, Succession Planning, trust, Wills and Trusts|Comments Off on Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

A frequently overlooked part of the estate planning process is deciding who will help you manage your financial affairs if you’re ever incapacitated and unable to manage them yourself. In reality, the likelihood of you needing someone to act on your behalf at some point in time is statistically quite high; accidents happen every day. [...]

5 01, 2016

Estate Planning: Choosing Per Stirpes or Per Capita Distributions

By | 2017-09-11T06:25:56+00:00 January 5th, 2016|Asset Protection, Estate Planning, living trust, Wills and Trusts|Comments Off on Estate Planning: Choosing Per Stirpes or Per Capita Distributions

Per Stirpes or Per Capita Distributions While Latin may be a dead language, it remains relevant to estate planning lawyers and their clients when choosing how to prepare for the distribution of an estate through a will or living trust. “Per Stirpes” literally means “by roots or stocks; by representation” and is used interchangeably with [...]

9 11, 2015

Is a Testamentary Bypass Trust Right for Me?

By | 2017-09-11T23:26:04+00:00 November 9th, 2015|Asset Protection, Business Contracts, Estate Planning, Wills and Trusts|Comments Off on Is a Testamentary Bypass Trust Right for Me?

Introduction Whether you are a business owner reflecting on your succession planning needs, or an individual who has amassed significant assets from sources other than a business, if you are married, a testamentary bypass trust should be considered in your estate planning process. What is a Bypass Trust? A bypass trust is a type of irrevocable trust and is [...]

1 04, 2015

What is a Trustee?

By | 2017-09-11T23:49:00+00:00 April 1st, 2015|Estate Planning, Wills and Trusts|Comments Off on What is a Trustee?

WHAT IS A TRUSTEE? A trustee is the designated manager of a trust, and in this capacity, holds title to all the assets of the trust. These assets may include real estate, a portfolio of stocks, bonds and similar instruments, a closely held business, coin and art collections or any number of assets.A trustee can [...]