Estate Planning

Blog tagged as Estate Planning

Should Cryptocurrencies be part of Your Trust Portfolio?
What does a Trustee do when they take over a Trust that includes cryptocurrency assets? What is an appropriate, defensible investment strategy?
February 18,2022 09:21 AM - Comment(s)
The Basics of Managing Cryptocurrency Assets in an Estate
How do you manage cryptocurrency assets in a trust or probate? What are the basics of buying, selling, trading and valuing these assets within the context of an estate?
February 04,2022 08:43 AM - Comment(s)
The Build Back Better Act and Your Trust
The Build Back Better Act (H.R. 5376) will almost certainly contain changes that will impact estate taxes. The Act is not finalized, but you should plan to work with your estate planner to make changes to compensate.
November 16,2021 09:18 AM - Comment(s)
California Proposition 19 - What it Means for You
California Prop 19 has made it much more complicated to pass down properties to your heirs. What do you need to know?
October 18,2021 10:18 AM - Comment(s)
Special Needs Trusts - What You Need to Know
Special Needs trusts are a valuable tool in managing the needs of a family member who is on public assistance. But they are complex, confusing and require special care.
September 14,2021 11:03 AM - Comment(s)