Being a trustee for a loved one’s estate is a very important job with serious responsibility. The role of trustee is an essential element of successful trust administration. The trustee is responsible for guaranteeing that the provisions of the trust document are followed. A trustee is ultimately responsible for managing the trust property and keeping [ ] The post Trust Administration: Quick Tips for Trustees appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/trust-administration-six-quick-tips-trustees/
Tackling Common Misconceptions About Planning Needs
It’s no secret that there are many misconceptions out there regarding elder law and estate planning in general. We have encountered numerous clients with questions that stem from their lack of understanding about how elder law and estate planning works. This blog will try to clear up some of those misconceptions, but if you still [ ] The post Tackling Common Misconceptions About Planning Needs appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/let-roseville-elder-law-attorneys-give-real-scoop/
Sacramento Probate Lawyers Know How to Speed up the California Probate Process
When a loved one dies, the money and property included in their estate need to be distributed to their heirs. In many cases, the estate must go through the probate process in order for the assets to be properly distributed. The basic probate process requires completion of several steps in order to close probate and [ ] The post Sacramento Probate Lawyers Know How to Speed up the California Probate Process appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/sacramento-probate-lawyers-know-speed-california-probate-process/
Basics of Estate Planning: Portability vs. Credit Shelter Trust
Portability can work well in some situations. But, there are many reasons setting up a credit shelter trust instead might be better in some situations. This article examines several reasons a credit shelter trust may result in a better outcome for the client. Read on to learn more. The post Basics of Estate Planning: Portability vs. Credit Shelter Trust appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/basics-estate-planning-portability-credit-shelter-trust/
Estate Planning Lawyers Discuss Intestate Succession
One of the purposes of estate planning is to prepare for our deaths. One reason a probate lawyer needs to know about the probate code is to understand the laws of intestate succession. These laws determine who gets what if you die without a will. In general terms, if you die without a will in [ ] The post Estate Planning Lawyers Discuss Intestate Succession appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/estate-planning-lawyers-discuss-intestate-succession/
Sacramento Asset Protection Attorney on Best Strategies
Especially if you own a business or commercial property, asset protection can be a big concern for you. The possibility of legal claims and constant existence of creditors make it even more important to have an asset protection plan so that you don t run the risk of losing everything through some unexpected turn of events. [ ] The post Sacramento Asset Protection Attorney on Best Strategies appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/sacramento-asset-protection-attorneys-know-best-strategies/
Sacramento Estate Planning Attorney Provides Basic Tips
As with many legal matters, estate planning attorneys have their fair share of horror stories from years of working with clients to create an estate plan. Whether its issues relating to property ownership or family disputes over a loved one s estate, problems in passing on an estate are very common. Unfortunately, most clients assume that [ ] The post Sacramento Estate Planning Attorney Provides Basic Tips appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/estate-planning-attorneys-provide-basic-tips/
Basics of Estate Planning: Portability
What is “portability” and how is it elected? This article discusses these topics and explains some shortcuts that can be taken when filing a return only for portability. The post Basics of Estate Planning: Portability appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/basics-estate-planning-portability/
What to Do if You Suspect Elder Abuse
Most people who have a loved one who is a resident of a nursing home are concerned they may be subjected to abuse or neglect. Unfortunately, we have all heard tragic stories about elderly patients in long-term care facilities being robbed, physically abused, or neglected. If you have a family member in a nursing home, [ ] The post What to Do if You Suspect Elder Abuse appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/suspect-elder-abuse/
Trust Attorney Explains How to Manage Real Property
As a trustee, you may be required to distribute real property from a trust to a named beneficiary. These types of distributions often come with unique issues requiring certain considerations be made before that real property is actually distributed. We are here to discuss how a trustee should handle real property properly. What do the [ ] The post Trust Attorney Explains How to Manage Real Property appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/trust-attorneys-explain-manage-real-property/
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