We know everyone likes “Top 10” lists. Here you will find the Top 10 Questions about Surrogate Documents for LLC’s and Trusts for Asset Planning. What is the difference between the durable power of attorney for health care and the living will? Health...
Qualified Deferred Retirement Plans If you are the current owner of an IRA or 401(k), and are planning to pass this retirement savings to your children, there may be cause for concern. Washington is debating changing the rules that apply to IRAs and 401(k)s, which...
Client question: The client calls who is married and has a minor child age 2 that wants to proceed with estate planning. Estate planning Tom and Mary are married with one minor child, Jason, age 2. Although they do not have a large amount of assets, they do have...
My child is 18 years old and leaving for college in California. What type of legal documents should my child execute before he attends college? Devon, who is 18 years old is going to be attending the University of Southern California. Although he will be residing in...
Delay Social Security filing? All of us planning for retirement consider the pros and cons of it. Here’s an interesting recent expert opinion: Powell: There aren’t many things good about a zero-interest-rate-policy world for retirees or those planning...
DESIGNATING A BENEFICIARY/TRANSFER ON DEATH (TOD) FOR A MOTOR VEHICLE To designate a beneficiary (i.e., Transfer on Death), the owner needs to accomplish the following: v Fill out form BMV 3811 – Affidavit for Designation of Beneficiaries by the Sole Owner for a...
