A lot of clients asked me, “What can I use a special needs trust for? What distributions are OK? And which ones are prohibited?” In this post, we're going to be talking about special needs trust restrictions, including what you can [...]
How can you protect your child’s inheritance? One really powerful tool is using a dynasty trust. In this article, I’m going to explain all about dynasty trusts: Why they're not just for the super-wealthy anymore How they protect your children's inheritance [...]
When the trust creator dies, the successor trustee must handle the trust administration. As the trust successor, you'll have specific tasks to perform. And you may be wondering: do you need a trust administration attorney for this process? My answer: Yes. There are many [...]
Your Estate Planning Checklist guides through planning for what happens next. You've given so much to care for your loved one with unique needs. Our easy-to-follow downloadable estate planning checklist helps you determine what happens next. Follow this [...]
What happens to your estate when you're gone, and how will your loved ones inherit from you? In California, laws regarding estate planning dictate the parameters of how you can set up your plan and the tax consequences. See what's changed. [...]