Changes to Social Security, Medicare, Medi-Cal and Estate Tax Rates for 2018
9 years ago
Trusts
Probate Requires a Diligent Executor
Mary was ill-prepared for the drama that was probate. “I mean, seriously,” she told her…
9 years ago
Planning for the Needs of Disabled Children
Jack and Mary have five children, one of whom suffers from Down Syndrome. While their…
9 years ago
Trustee Compensation is a Complex Issue
9 years ago
A/B Trusts Permit Tax Advantageous Trust Funding
When Carole and Michael created a trust for the benefit of their adult children, they…
9 years ago
Heirs Must Be Notified on Grantor’s Death of the Existence of an Irrevocable Trust
When Oliver died, at the ripe old age of 96, he left behind eight lineal…
9 years ago
Selecting a Financial Manager for the Children of Deceased Parents – Part IV
When we last heard from Jenna and Mark, they were clinging to one another, attempting…
9 years ago
Appointing a Guardian for Minor Children is a Difficult Decision – Part II
Perhaps the most important decision you will ever make is who will serve as guardian(s)…
9 years ago