Congratulations! You have inked all the paperwork involved in a rock-solid estate plan! Is it all done? Not so fast – there is one more thing to consider. This month we are going to take a look at the idea of a Family Meeting. What is it? Why would you want to have one? How […]
In this post we focus on how to choose a guardian for a minor. In case you missed it last week, April 10th was National Siblings Day. In honor of all the kids out there, our previous post looked what it means to be a guardian for a minor and the two types of guardian that […]
I often get questions about becoming a guardian for a minor, what it means, how to do it, those sorts of things. With National Siblings Day one month away, it seemed an apt time for a post covering the basics – to make sure the minor kids are cared for! Please remember that each situation is different […]
To date in this 3-part series on the Difference Between Will and Trust, we have seen that wills provide a way to share your wishes, distribute property to beneficiaries, name an executor and guardian for minor children. We touched on probate, the process of validating a will, and how it can be a costly and […]
It’s a common myth that an inheritance and MediCal are mutually exclusive. Sometimes a client will want to disinherit a disabled adult child because that child is receiving public assistance. As many of you may know, public assistance is a “needs based” payment of money or entitlement to services (such as medical care). Therefore, a […]
Most people know that they can set up a minor’s account under the California Uniform Transfers to Minors act (CUTMA). This kind of account will allow an adult (called a Custodian) to handle the money while the child is under the age of eighteen. The person who sets up the account can say that the […]
Diane Brown, ESQ.
Certified Specialist: Estate Planning,
Trusts and Probate
Estate planning is for everybody; especially married couples, parents, and grandparents. Planning ensures your wishes are carried out, not the whims of relatives or the courts.
Action now can translate into significant savings down the road. Take just ONE step today...
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