Is Your Beneficiary Struggling With Alcoholism? Consider These Three Reasons for Updating Your Trust.
Is your beneficiary struggling with alcoholism? consider these three reasons for updating your trust.For more info call our office.
Articles about Changes to Trusts
My grandson is suggesting that I change my will. Can he do that?
Your grandson can suggest whatever he wants to suggest to you about changing your will.A suggestion is not the same as undue influence.
How do I know when I should call a lawyer to modify my estate plan?
There is no set time when you should call a lawyer to modify an existing estate plan. Find out how to make an educated decision here.
If circumstances have changed dramatically since an Anaheim irrevocable trust was created, can it’s terms be modified?
If circumstances have changed dramatically since an Anaheim irrevocable trust was created, can it’s terms be modified? For more info contact our office.
I think my wife and I have an A-B-C Trust. Do the new 2013 Estate Tax laws affect us? Our assets are significantly below $5,250,000.
If your trust is in fact still an ABC trust, this is probably not the current best strategy for you because it was set up before the exemption amount has stabilized at $5,250,000. Your estate plan (if modified) will be cheaper and easier to implement at the death of one of you if you don’t have the ABC trust. I recommend that you and your wife have your trust reviewed for free to give you the peace of mind that your trust is current.
I want to update my Anaheim estate plan to account for my digital assets. Which types of information and accounts should I include?
Recognizing the need for an Anaheim estate plan update to accommodate your digital assets is an important first step. Once you have realized that your substantial digital assets need to be accounted for in your estate plan, it is important to create a list of your entire digital estate. This is a broad term that may appear overwhelming at first glance. Fortunately, an experienced Anaheim estate planning lawyer can help you to identify your digital assets and draft provisions into your estate planning documents to ensure those assets are handled according to your wishes.
What assets should be listed when documenting your digital estate? These assets may include:
Hardware that contains your digital information. This may include computers, hard drives, zip drives, DVDs, or CDs.
Software, such as Microsoft Word and Excel documents and financial data contained in Quicken or Quickbooks.
Email accounts, including personal accounts, business accounts, and social media accounts.
Social media pages, such as Facebook, Twitter, Instagram, or Google+.
Online digital storage accounts, such as mozy, carbonite, flickr, picasa, or dropbox.
Online accounts, such as eBay, Amazon, GoDaddy, or bank or other financial accounts.
For more information about modifying an estate plan in California, view our free guide, The Ten Things You Must Know Before Creating or Amending Your Will or Trust. Our office of experienced Anaheim estate planning attorneys is well versed in the unique issues that surround digital assets and information. Call our office today at (714) 282-7488 for a consultation.