What is a Special Needs Trust A Special Needs Trust (SNT) maintains the finances of a disabled individual who may need help managing them . Also, SNT allows the individual to continue to receive government benefits such as SSI and Medicaid/Medi-Cal. Creating a Special Needs Trust has many benefits but you must be aware of the … Continued
Why Do Rich People Have Estate Plans? When you hear the term estate plan or Trust, what is the first thing that comes to mind? For some of us, the first thought may involve very wealthy people. Their “Trust Funds”, overseas bank accounts, commercial property, etc. Estate planning is also very effective for everyone’s … Continued
Pets are Family Do you have a pet that you consider as part of your family? You may have a dog, cat, bird, reptile, or any other animal that provides you with unconditional love and companionship. Pets have always been an important component for the lives of many people, and in some cases, pets are … Continued
Why Have Rental Property? Renting out property is an excellent way to generate income while your property’s value appreciates. In fact, each year more and more people are purchasing property with the intent to rent it out. As with any investment, there are some risks to be aware of. These risks are very important to … Continued
In With The New! As we near the end of Pride Month 2021, we want to draw attention to the evolution of the “nuclear families.” This new dynamics allow for families to come in all shapes, sizes, and colors. The American Dream has establishing nuclear families to buy a house, get married to … Continued
What is Probate? Probate is a legal process that occurs when a person dies, and their assets are distributed. The decedent’s estate goes through the probate court when a person passes away. It will either be Testate (with a valid Will) or Intestate (without a valid Will). Probate can be a lengthy process. It can … Continued
There is a lot of discussion about having an Estate Plan, and which documents need to be included in your planning. Perhaps you have heard from your family members who have a plan in place, or you have friends or colleagues that have mentioned their planning to you, or maybe you have a major surgery … Continued
Progression of Pride Pride Month is a time to celebrate the achievements of the LGBTQ+ community. A time to celebrate the love that has spread across the world and the progress that has been made, such as the landmark 2015 Supreme Court Case Obergefell v. Hodges. This case requires every state to recognize all … Continued
Marriage Is In The Air That’s right, wedding season is in full effect in San Francisco, and what better place to tie the knot than one of the city’s finest landmarks? City Hall has been a popular choice to get married to for decades. Unfortunately, the pandemic prevented City Hall from hosting priceless … Continued
The Trustee If you are creating a Trust, then you will want to know how your Trustee benefits you. What is a Trustee The Trustee is the director, the manager, and the captain of the Trust. The Grantor, the creator of the Trust, appoints the Trustee. The Grantor can appoint themselves as the Trustee, … Continued