Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]
How to Use a Trust with Joint Tenancy
If you are married, one of your Estate Planning goals may be to ensure that... [Read more...]
What Is an AB Trust?
For many people, tax avoidance is a primary estate planning goal. If you are among... [Read more...]
What Happens If My Executor Can’t Serve?
When you create your Last Will and Testament, one of the most important decisions you... [Read more...]
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many... [Read more...]
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs... [Read more...]
Plan Now for the Incredible Shrinking Exclusion
There is a great deal of legislation pending and much is uncertain. But this much... [Read more...]
Planning for California’s Proposition 19
Everyone had eyes on the election at the top of the ticket. But other races... [Read more...]
Living Trust Protections for African Americans Against Medi-Cal Recovery
Living Trust Protections for African Americans No one is safe from the Covid-19 global pandemic;... [Read more...]
Don’t Let the State Take Your Child’s Inheritance Just Because They’ve Gone to Jail
Black Family Inheritances and Incarceration: What You Need to Know As a parent, you undoubtedly... [Read more...]
Why African Americans Must Protect their Homes
Homeownership is a key component in wealth building for Americans of all races and ethnicities.... [Read more...]
Gentrification and its Effects on the Black Community
As neighborhoods change, some families get pushed out. Most people believe that displacement of families... [Read more...]
