Blog Posts in Personal Estate Planning

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A Special Needs Trust Can Now Be Designated as an Option Beneficiary February 17, 2017
Effective January 1, 2017, Defined Benefit Program members and Cash Balance Benefit Program participants may designate a special needs trust or supplemental needs trust, as an option or annuity ...
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Why Buy-Sell Agreements are Important to Business Owners October 14, 2013
What happens to your business if you are disabled or die? A Buy-Sell Agreement provides a plan for a seamless transition with minimal disruption to your business. There are two categories of Buy-Sell ...
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Understanding the California Probate Process September 22, 2013
Understanding the California Probate Process There is no question that losing a loved one is a sad and difficult time for a family, relatives and close friends. Once someone passes, those left behind ...
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Credit Shelter Trust September 15, 2013
To ensure that you get taxed once when your spouse passes, you should consider a bypass or credit shelter trust. This trust is often utilized by spouses when preparing their estate plans. The credit ...
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What is a Dynasty Trust? September 7, 2013
A dynasty trust is an irrevocable trust designed to eliminate the following taxes -- gift, estate and generation-skipping taxes -- for generations of the grantor's family , a "dynasty". Depending on ...
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Planning for Your Special Needs Child 18th Birthday September 2, 2013
When your child turns 18, he or she will be considered an adult. Government benefits available to your child now, may not be available when he or she turns 18. Your child's assets will be used to ...
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