by Francine Ward | Jan 27, 2023 | Estate Planning, Legal Blog
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 22, 2023 | Estate Planning, Legal Blog
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...
by Francine Ward | Jan 22, 2023 | Estate Planning, Legal Blog
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To assist your loved ones in not becoming part of this statistic, you need to first educate them. Then, your job is to...
by Francine Ward | Jan 20, 2023 | Estate Planning
What does it mean to modify, amend, or revoke a trust? To revoke means to annul by recalling or taking back something. To modify means to make changes to something in an effort to improve it. To amend a document is to make minor changes to make...
by Francine Ward | Jan 19, 2023 | Estate Planning
Can I disinherit my kids? Maybe. According to Tinsel Town, a parent can always disinherit their kids. But not so in the real world. In most instances, you can. However, that also depends on the state and the facts of your particular situation. Generally, the law...
