Trust Administration

• Asset Protection
• Beneficiaries
• Decision-Making
• Digital Assets
• Distribution of Assets
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Taxes
• Finances
• Inheritance
• Irrevocable Trust
• Life Transitions
• Personal Care
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Wills

What Does It Mean When Someone Names You As Trustee Of Their Trust?

• Beneficiaries
• Beneficiary Designation
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Heirs
• Incapacity Planning
• Inheritance
• Power of Attorney
• Trust Administration
• Uncategorized

Rossmoor Presentation: Documents Everyone 55 & Up Should Have Completed

• Estate Planning
• Estate Taxes
• Federal Taxes
• Financial Planning
• Podcasts
• Tax Planning
• Tax Return
• Trust Administration
• Trusts
• Uncategorized

105: AB Trusts: Do You Have One? If So, Do You Still Need One?

• Advance Directives
• Aging in Place
• Beneficiaries
• Beneficiary Designation
• Care Decisions
• Caregivers
• Conservatorship
• Decision-Making
• Dementia
• Digital Assets
• Disability
• Elder Care
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Taxes
• Executor
• Exempt Assets
• Family Care
• Family Transition
• Finances
• Financial Transitions
• Funeral Planning
• Guardianship
• Health Care
• Heirs
• Home Care Assistance
• Hospice
• Incapacity Planning
• Income Benefits
• Independent Living
• Inheritance
• Insurance
• Irrevocable Trust
• Legacy Planning
• Life Insurance
• Life Transitions
• Long Term Care
• Medi-Cal
• Medicaid
• Memory Care
• Mental Health
• Moving
• Nursing Homes
• Personal Care
• Power of Attorney
• Probate
• Property Tax
• Real Estate
• Retirement
• Retirement Asset Planning
• Retirement Income
• Senior Community Centers
• Skilled Nursing Facility
• Social Security
• Tax Planning
• Tax Return
• Trust Administration
• Trust Amendment
• Trustee
• Trusts
• Uncategorized
• Veteran's Benefits
• Veterans
• Wills

MyHealthAngel Webinar: Top 6 Legacy Planning Questions

• Asset Protection
• Bank account
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Citizenship
• Copyright
• Copyright Asset
• Debt and Credit
• Debt Settlement
• Decision-Making
• Dementia
• Distribution of Assets
• Divorce
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Finances
• Health Care
• Life Insurance
• Married Couples
• Medi-Cal
• Medicaid
• Medical Records
• Medicare
• Reverse Mortgages
• Social Security
• Unmarried Couples
• Veteran's Benefits
• Veterans

What Important Documents Should You Always Keep Handy?

As estate planning and trust administration attorneys, we run into quite a few issues regularly…

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

090: Choosing a Trustee – How to Get It Right

• 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…

• Aging in Place
• Elder Care
• Family Care
• Family Transition
• Life Transitions
• Memory Care
• Mental Health
• Podcasts
• Retirement
• Uncategorized

087: Driving Assessment for Seniors: Don’t Wait Until It’s Too Late

• Alzheimer's Disease
• Beneficiaries
• Beneficiary Designation
• Business Planning
• Buyers Market
• Buying a Home
• Debt Settlement
• Decision-Making
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Transition
• Finances
• Financial Advisor
• Financial Planner
• Inheritance
• Investing
• Mortgage
• Moving
• Probate
• Probate Administration
• Real Estate
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

Kirsten Howe Interview on Fading Memories Podcast Blog: What Every Trustee & Beneficiary Needs to Know

• Asset Protection
• Estate Administration
• Estate Planning
• Financial Planning
• Financial Transitions
• Podcasts
• Retirement
• Retirement Asset Planning
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trustee
• Trusts
• Uncategorized

086: Trust Failures: Don’t Let This Happen to You! (Continued!!)