Beneficiaries

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Planning
• Real Estate
• Trust Administration
• Trusts
• Uncategorized

What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025

One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…

• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Estate Planning
• Heirs
• Incapacity Planning
• Succession Planning
• Trustee
• Wills

The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season

As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…

• Estate Administration
• Estate Planning
• Executor
• Podcasts
• Trust Administration
• Trustee

144: Navigating Trustee and Executor Responsibilities: Best Practices and Pitfalls

• Asset Protection
• Beneficiaries
• Estate Administration
• Estate Planning
• Podcasts
• Real Estate
• Trust Administration

142: Navigating Trust Administration with Real Property

• Asset Protection
• Estate Planning
• Married Couples
• Podcasts
• Prenuptial Agreement
• Surviving Spouse
• Trusts
• Wills

135: Character Matters Part 2: Estate Planning for Community Property vs. Separate Property

• Asset Protection
• Estate Planning
• Podcasts
• Probate
• Trusts
• Wills

134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning

• Asset Protection
• Bank account
• Beneficiaries
• Cryptocurrency
• Digital Assets
• Digital Money
• Distribution of Assets
• Estate Planning
• Finances
• Financial Planning
• Financial Transitions
• Heirs
• Inheritance
• Investments
• Podcasts
• Probate
• Retirement
• Succession Planning
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

132: Trust Funding in a Digital World: Safeguarding Virtual Wealth

• Asset Protection
• Beneficiaries
• Care Decisions
• Conservatorship
• Decision-Making
• Distribution of Assets
• Emergency Planning
• Estate Administration
• Estate Planning
• Executor
• Family Transition
• Finances
• Financial Planning
• Heirs
• Incapacity Planning
• Inheritance
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Power of Attorney
• Probate
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

Planning for the Inevitable: What Happens to US Savings Bonds After You Die

Death is a topic many of us prefer to avoid, but as responsible adults, planning…

• Advance Directives
• Advanced Planning
• Asset Protection
• Beneficiaries
• Care Decisions
• Decision-Making
• Distribution of Assets
• End of Life Option
• Estate Planning
• Executor
• Health Care
• Heirs
• Incapacity
• Incapacity Planning
• Inheritance
• Legacy Planning
• Life Transitions
• Long Term Care
• Podcasts
• Power of Attorney
• Probate
• Succession Planning
• Trustee
• Trusts
• Uncategorized
• Wills

131: Drafting a Comprehensive Power of Attorney: What You Don’t Know CAN Hurt You

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Estate Administration
• Estate Planning
• Executor
• Family Care
• Family Transition
• Financial Planning
• Heirs
• Inheritance
• IRAs
• Legacy Planning
• Life Transitions
• Podcasts
• Probate
• Professional Fiduciary
• Succession Planning
• Successor
• Tangible Property
• Trust Administration
• Trustee
• Trusts
• Wills

129: Estate Planning Strategies to Reduce Family Conflict After Death