What is a Trustee? 8 Trustee Power Explained Super Simply!
If you’re stepping into the world of estate planning, understanding the pivotal role of a trustee is like discovering the key to a treasure trove.
Estate Planning for Dentists: Safeguard Your Dental Practice and Secure Your Legacy ( 6 Tips)
Proper estate planning for dentists is a crucial responsibility and, when done correctly, ensures your dental practice’s longevity. It preserves your legacy, safeguards your loved ones, and maintains patient care continuity. Ensure you consult with an experienced attorney for a comprehensive dentist trust.
Estate Planning for Bitcoin in 2025 | A Simple Guide to Fund a Trust with Bitcoin
If you are a holder of Bitcoin, this article will help you to understand how to fund a trust with Bitcoin as well as the benefits of estate planning for Bitcoin.
Supercharge Your Estate Plan with HIPAA Authorization: The Ultimate 2025 Guide
Simply put, a HIPAA Authorization is a document where a person allows a medical provider to share their health information with a 3rd party without violating federal HIPAA regulations.
California Revocable Living Trust (Your New Ultimate Guide in 2025)
Do you want to ensure that your assets are protected and distributed according to your wishes after you pass away? One estate planning tool that you may want to consider is a revocable living trust.
8 Famous Celebrities Who Died Without an Estate Plan (2024)
Over and over, we read the stories of celebrities who died with an estate plan.
Whether it’s wills, trusts, or co-ownership agreements, you’d think that these people will have something ready when they pass away. This makes the news of celebrities dying without a will so much more shocking.
Discover the Latest Federal Estate Tax Exemption Increase for 2024 – Are you ready?
In 2024 the federal estate tax exemption is $13,610,000 for an individual or $27,220,000 million for a married couple.
So how does this affect you? Put simply, this will only affect you if the total value of your estate exceeds the tax exemption amount.
Understanding the Irrevocable Life Insurance Trust -The Ultimate 2024 Guide to ILIT’s
An irrevocable life insurance trust (ILIT) is an irrevocable trust used to hold a life insurance policy in a way that provides liquidity to the insured’s estate free of federal estate taxes.
The California Health Care Power of Attorney Simplified (5 FACTS)
Making health care power of attorney means designating someone as your spokesperson for your health care decisions; if you are not in a position to make communicative decisions about aspects of your health care
Understand the California Durable Power of Attorney in Under 2 Minutes!
A California Durable Power of Attorney is a document that authorizes your agent (a person you choose) to manage your financial affairs if you become unable (or unwilling) to manage them yourself.