Schedule a Free Consultation 800-970-3414
Administrators and executors of a deceased individual’s estate are personal representatives who are appointed by a court of law to serve in that capacity. Executors have numerous responsibilities that they are often tasked with, and they are responsible for carrying out these duties properly and efficiently. In fact, failing to…
Effective and thorough estate planning is not just for elderly people. In fact, estate planning is something that everyone should consider. Having a good estate plan in place can help your loved ones save a significant amount of time and money when they need to settle and distribute your estate….
By the Law Offices of Lisa C. Bryant, INC. If you own real property in California, it very likely you made a revocable living trust to protect your property from probate at your death. Most living trusts are only revocable so long as the creator of the trust has capacity…
By the Law Offices of Lisa C. Bryant, INC. The pandemic has touched our lives in many unforeseen ways. It has served as a wake-up call for many to get their estate planning done. Many attorneys are meeting with clients virtually or by phone; however, for estate planning, many documents…
Under ordinary circumstances, if you own real property at your death in California and it is not titled in joint tenancy or held in a living trust, you would be facing a probate situation. In 2015, California created a special form of “revocable transfer on death deed” that (1) makes a donative…
By the Law Offices of Lisa C. Bryant, INC. When you own or invest in property, there is a lot to think about. You have to think about repairs, get in contact with someone like my conveyancing if you’re wanting to invest in a new property, keep an eye on…
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.
A living trust is a legal document that serves you during life if you become incapacitated and at your death.
The benefits of having a SNT are many and taxes are only a part of it. Other benefits include the ability to keep needs-based public benefits, appropriate financial and asset management, and identifying individuals and/or corporate fiduciaries to administer the assets and advocate for the benefit of the special needs person.
Often it can be too easy to put off making an estate plan or updating an existing one. Do not wait for something unexpected to happen. Here are 5 mistakes to avoid before it’s too late.