by Francine Ward | Jan 27, 2023 | 31 Days to Estate Planning Success, Estate Planning
Funding the trust with out-of-state property. Imagine your primary residence is in the state of California. But you also have a second home in Idaho and a piece of unimproved land in Nevada. Your California lawyer created a trust-based estate plan and funded your...
by Francine Ward | Jan 26, 2023 | 31 Days to Estate Planning Success, Estate Planning
Estate planning for artists. Do any of the following apply to you? Do you create art as a hobby? While you might not be making money from your art, your work might nonetheless have value either later in your life or after you die. For that reason, it’s important that...
by Francine Ward | Jan 25, 2023 | 31 Days to Estate Planning Success, Estate Planning
What Powers Should I Give to My Trustee? Trustee powers. What Powers Should I Give to My Trustee? A grantor can grant to her trustee any number of powers. She can expand, limit, or restrict the powers that her trustee may exercise. Here are just a few of the many...
by Francine Ward | Jan 24, 2023 | 31 Days to Estate Planning Success, Estate Planning
Estate Planning Myths are a cause for trouble. Myths are widely held but false beliefs. People talk themselves out of creating an estate plan for many reasons. Considering the overall benefits, I ask, are those reasons valid? Perhaps, but perhaps not. Buying into...
by Francine Ward | Jan 23, 2023 | 31 Days to Estate Planning Success, Estate Planning
Why a Pet Trust? Why a Pet trust? When most people think of creating an estate plan, the conversation focuses on the spouse, the children, and in some cases the grandkids. Unless encouraged to do so, rarely is the protection of ones “furry children,” considered. Yet,...
by Francine Ward | Jan 22, 2023 | 31 Days to Estate Planning Success, Estate Planning
Do you own Cryptocurrency? Crypto and Estate Plan. Do you own cryptocurrency? If so, you may be wondering with all of the controversy if it is still a good investment. The answer is probably, but no one knows for sure. Some experts say the long-term cryptocurrency...
