June 30, 2020 •
Estate Planning ![]()
A constructive trust isn’t a trust in the traditional sense. For example, if you were creating a revocable living trust there are certain steps you’d need to take, including drawing up the trust document, naming a trustee, choosing beneficiaries and transferring property or other assets to the trust. This type of trust could be used to manage your assets during your lifetime and beyond, on behalf of your beneficiaries.
Read MoreJune 24, 2020 •
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Vanessa Bryant has filed legal docs to protect all of her children. She is asking a judge to amend Kobe's trust, so she can provide for their youngest daughter, Capri, who was born after the most recent trust document was drafted and signed.
Read MoreJune 19, 2020 •
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The in-court fights between Hawkeye actor Jeremy Renner and his ex-wife Sonni Pacheco have not slowed, despite current world events.
Read MoreJune 18, 2020 •
Estate Planning ![]()
When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
Read MoreJune 12, 2020 •
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Before taking a closer look at revocable and irrevocable trusts, it helps to know what a trust is. In simple terms, it’s a legal entity that allows you to transfer assets to the ownership of a trustee.
Read MoreJune 4, 2020 •
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A trust can be used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial legacy for years to come. There are several benefits to creating one, although not every family necessarily needs one. If you’re curious about where this type of trust might fit into your family’s estate plan, here’s what you need to know.
Read MoreJune 1, 2020 •
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In most instances, a will is required to go through probate to prove its validity. Investopedia’s recent article entitled “When the Beneficiaries of a Will Are Notified” explains that there are exceptions to the requirement for probate, if the assets of the diseased are below a set dollar amount. This dollar amount depends on state…
Read MoreMay 29, 2020 •
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Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset, if the account owner dies. However, these forms can create confusion, unintended bequests and family turmoil, if not adequately monitored.
Read MoreMay 22, 2020 •
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If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Read MoreMay 15, 2020 •
Estate Planning 
Until now, you may have viewed writing a will as something you’d get around to doing someday. However, because of the vicious coronavirus, it’s time to treat writing a will as something every bit as important as washing your hands and using hand sanitizer, considering the potential consequences of not doing those things.
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