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Aging In Place: Estate Planning
As property values have skyrocketed, affordability has plunged, making the mission of the Community Land Trust of West Marin (CLAM)—ensuring affordable housing for low and middle income residents—critical. An innovative...
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Assets Not To Put In A Trust?
held in other countries: guidance from attorneys licensed to practice in the country where international assets are located is strongly recommended. Be thoughtful too about placing checking and savings accounts...
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Wealth Transfer: OutRight Or In Trust?
example, one-third of the trust upon earning a postsecondary degree, trade school certificate, or honorable discharge from the military; one-half of the remaining trust upon successfully acquiring and maintaining employment...
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Executing A Will: Duties Explained
trusted individual is designated to serve as the executor who becomes responsible for carrying out our intentions. Executing a will is not a ceremonial duty. Here’s what’s involved. Responsibilities...
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Grieving and Playing Detective?
in order. For additional incentives to get organized, legal experts remind us that good estate planning even attends to arrangements for ourselves—should we become disabled or face a sudden decline...
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Inheritance Succession Explained
first in the order of inheritance. Generally speaking, the surviving spouse is first in line to inherit, with children and grandchildren next … .If the surviving spouse has any minor...
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Executor? Get Ready
...gathering and organizing documents and information you will need when the time comes to begin acting on your duties. Knowing you have everything—or at least most—of what you will...
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The Probate Process With a Will
deceased’s property. This surviving spouse’s elective share amount varies by state. In community property states, barring a distinct agreement, one half of the property earned by the couple during marriage...
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Understand The Importance: Wills and Executors
will appoint an executor to administer your affairs, in accordance with the law, upon your death. In naming an executor, keep in mind that it is not a ceremonial duty....
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