Helpful Trust & Probate Blog Articles
It’s Time for an Estate Planning Pop Quiz!
How much do you know about estate planning? Take a few minutes to do this estate planning pop quiz, prepared by Max Alavi APC, OC Trusts Lawyer.
Include a Family Meeting in Your Next Family Reunion
Family gatherings can be excellent times to discuss estate planning concerns. Topics addressed might include which family members want personal properties and who you will appoint as executors or decision-makers.
What is Elderly Financial Abuse?
Elderly financial abuse can involve acts of neglect, fraud, or exploitation that adversely affect the financial standing of a senior citizen or a dependent adult. Often, financial abuse of the elderly can involve the elderly trust administration and probate administration
Planning Your Summer Vacation? 5 Things to Consider Now
Before heading out on summer vacation, attend to some estate planning basics. Doing so can give you and your family ample peace of mind. Some estate planning steps include checking your guardian nominations, verifying correct signatures, and ensuring your estate planning documents are properly organized. Find out more via Max Alavi APC, OC Trusts Lawyer.
How a Standby Supplemental Needs Trust Can Protect Your Loved Ones
Estate planning allows you to prepare for all contingencies, including possibly a loved one becoming disabled. One of the challenges associated with a disability is that any financial gift may disqualify the beneficiary from receiving public assistance.
How to Protect Your Retirement Accounts
As long as you’re alive, you enjoy critical protections for your retirement funds. Specifically, the assets in an IRA or 401(k) are shielded from lawsuits, courts, and creditors. But when you die, these protections evaporate, meaning any retirement assets your loved ones inherit from you can be seized.