Incapacity Planning

• Elder Care
• Estate Administration
• Estate Planning
• Family Care
• Financial Planning
• Incapacity Planning
• Succession Planning
• Trust Administration
• Trusts
• Young Families

The Importance of a Revocable Living Trust for the Sandwich Generation

The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel…

• Asset Protection
• Beneficiaries
• Care Decisions
• Decision-Making
• Emergency Planning
• Estate Administration
• Estate Planning
• Finances
• Financial Planning
• Heirs
• Incapacity Planning
• Inheritance
• Medicare
• Personal Care
• Power of Attorney
• Succession Planning
• Successor
• Trustee
• Uncategorized
• Wills

Estate Planning for College Students

• Advance Directives
• Advanced Planning
• Asset Protection
• Beneficiaries
• Care Decisions
• Celebrity Estates
• Distribution of Assets
• Estate Administration
• Estate Planning
• Finances
• Health Care
• Incapacity
• Incapacity Planning
• Inheritance
• Irrevocable Trust
• Life Transitions
• Memory Care
• Podcasts
• Probate
• Succession Planning
• Trust Administration
• Trusts
• Uncategorized

113: How to Avoid a Chaotic “Casey Kasem” Estate Plan?

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right

• Disability
• Disability Income Benefits
• Estate Planning
• Financial Planning
• Income Benefits
• Insurance
• Mortgage
• Podcasts
• Property Tax
• Property Taxes
• Trusts

089: Why Your Family Might Need Lifestyle Insurance and the Latest Opportunity Benefits

• Beneficiaries
• Business Planning
• Elder Financial Abuse
• Emergency Planning
• Estate Planning
• Financial Planning
• Incapacity Planning
• Legacy Planning
• Podcasts
• Power of Attorney
• Succession Planning
• Tax Planning
• Trustee
• Trusts
• Uncategorized

088: Incapacity Failures: Plan Ahead So Your Plan Works for You

• Beneficiaries
• Beneficiary Designation
• Current Events
• Decision-Making
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Planning
• Family Care
• Family Transition
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Succession Planning
• Trust Administration
• Trustee
• Trusts

New Duties for Successor Trustees When Settlor is Incapacitated

Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…