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Common “Pot” Trusts: Why You Shouldn’t Treat Your Children Equally If you have minor children, you most likely would want them to be provided for in case something terrible happens to you and your spouse.  How would you split yourREAD MORE

How to Leave Assets to Adult Children When considering how to leave assets to your adult children, first decide how much you want each one to receive. Most parents want to treat their children fairly, but this doesn’t necessarily meanREAD MORE

As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs. After the death of a spouse, most of the attention for legal services is paid toREAD MORE

Trust Fund Options for Paying Adult Beneficiaries an Inheritance When deciding who you want to inherit your estate after you die, aside from figuring out who will get what, you’ll need to determine how and when they’ll get it. ForREAD MORE

This part of the Distribution Planning series discusses the effect of leaving your assets outright to your adult children. ————————- People understand why minor children and even young adults shouldn’t inherit property outright. Someone with more maturity and experience needsREAD MORE

Many people either choose to not have children or have accepted the circumstances in their lives that do not allow children to be a part of them. A question on how to leave a lasting legacy remains for those thatREAD MORE

Estate planning is more than just planning to avoid probate. You can also develop a very specific plan for the distribution of your assets. In the series of blog posts entitled “Distribution Planning”, we will discuss the different options ofREAD MORE

A recent California Case highlights the importance of making sure you review your estate plan and beneficiary designations every couple of years. The beneficiary listed on retirement plans and Life Insurance policies supersede anything your write in your Will orREAD MORE

Choosing just the right trustee is a highly important decision, and in many cases more imperative than that of the proper executor of your estate. They will have discretionary authority over an entity that can last for multiple generations andREAD MORE

Baby boomers are now aging in a tax era that is favorable to transferring wealth to loved ones of younger generations. The recent increase in the estate and gift tax exemptions thresholds, along with expanding wealth, work to create anREAD MORE