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Monthly Archives: December 2017
Estate Planning for your Vacation Home
If you own a vacation home, it may have great significance to you from a personal, family, financial and emotional perspective. How and whether that home will be passed on to others is a serious concern that can result in … Continue reading
Posted in Community Property, deed, Estate Planning, Gift Tax, Inheritance, life insurance, Probate, Tax, Trusts, Wills
Tagged beneficiary, community property, estate planning, life insurance, tax, trusts, wills
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The Importance of Special Needs Planning
If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading
Posted in Estate Planning, Financial Planning, Guardianship, Inheritance, Special Needs Issues, Special Needs Trust
Tagged estate planning, guardian, planning, special needs trust
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