PROBATE VS. TRUST ADMINISTRATION
September 14, 2023
When a loved one passes away, it is an emotional and stressful time. Unfortunately, while you are still grieving, you do have to face the
When a loved one passes away, it is an emotional and stressful time. Unfortunately, while you are still grieving, you do have to face the
A good estate plan typically includes a Health Directive where you appoint a trusted friend or family member to not only make medical decisions for
Many parents want to ensure that their children inherit their house. Most people believe the easiest way to do this is to gift the house
A living trust is a legal document that serves your during your lifetime and at your death. When you create a living trust, you are
Trusts are governed by law and serve to protect assets while guiding their use and disposal in accordance with the intentions of their owners. While
As the world population continues to grow significantly, so too does the elderly population in the United States. Statistically, the number of older adults in
Reviewing your estate plan will alert you to any changes that need to be addressed. For example, you may need to make changes to your plan to ensure it meets all of your goals, or when an executor, trustee, or guardian can no longer serve in that capacity. You’ll probably want to do a quick review each year, because changes in the economy and in the tax code often occur on a yearly basis. Every five years, do a more thorough review.
CALL TO ACTION: Help us preserve ADHC/CBAS services for today, tomorrow, and in the years to come!
On behalf of Lisa Bryant of The Law Offices of Lisa C. Bryant, Inc. posted in Health & Wellness on Monday, May 15st, 2017.
Spring is here, and that means California farmers markets are open. These local markets are a great way to get fresh veggies and nutrition for seniors.
A living trust is a legal document that serves you during life if you become incapacitated and at your death.
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