Should I consider holding title in an LLC for a rental property?
Holding title in an LLC can be helpful in estate planning and tax issues. Using an LLC for a rental property also offers lots of other benefits.
Important Information to Include in a Trust Summary Report
One duty of a trustee is to provide a formal accounting. Some trustees may opt to provide beneficiaries with a less detailed informal trust summary report.
Using a Special Needs Trust to Preserve Government Benefits
Parents of children with special needs receiving government benefits have additional concerns creating their estate plans include a special needs trust.
Have No Fear! Living Trusts Can Make Your Estate More Efficient
When creating an estate plan, consider using a living trust. Trusts do not overly complicate your planning. In fact, they may make your plan more efficient.
An Overview of the Family Meeting as Part of a California Estate Plan
Taking time to engage in a family meeting while creating or just after creating an estate plan can help to avoid conflict when implementation occurs.