What special rights does a spouse have – and not have – when inheriting assets? Can a spouse access your retirement accounts? What steps should you take together to ensure a smooth succession to a spouse in a Living Trust?
In this series of webinars, we also answer: How should an Estate Plan and Living Trust deal with ex-spouses, a blended family, or other complicated family situations? Does an ex-spouse have to be included in your will or Trust? Are there special laws in California related to blended families and inheritance? How can a Living Trust or Will be fair to an ex-spouse and children from more than one marriage?
Divorce? Inheritance rights immediately change, your Living Trust winks out of existence—and then it really gets complicated…
If you were recently remarried or are getting remarried, you absolutely must revisit your Estate Plan – because yes, it will immediately go out of date…
As a couple, you’ve done everything you can to be financially secure upon retirement. But have you considered what the financial picture will look like after the first one of you passes?
Community property, specialized trusts, asset protection– how do you play fair, define your goals, and ensure your wishes will be carried out, despite complex situations?
Have you ever thought you might need to protect your child’s inheritance against a future ex son-in-law or daughter-in-law? Worried that your hard-earned wealth will go…
People who divorce, remarry, and create blended families often create inheritance disasters because they never updated their Wills, Trusts, Powers of Attorney with an expert. …
Naming a trustee isn’t about about just naming your oldest, or making sure all your kids are equally involved when they act as a successor …
Considering divorce? “Yours, Mine, and Ours” has a whole new meaning. Your estate plan NEEDS needs serious rethinking. If you don’t, you’d better think about …
Did you know if you’re married, you may not actually own your house? Home ownership for married couples is an extremely complicated issue. A death …