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Horizon Elder Law & Estate Planning Blog

Wednesday, July 28, 2021

What Assets Can Be Transferred Into a Trust?


You just got your living trust set up, and you are feeling relieved about the future for yourself and your loved ones. If you become disabled, your successor trustee can manage your financial matters. When you die, your estate will not have to go through probate court. But not so fast. Your trust is only a piece of paper until you transfer your assets into the ownership of the trust.
Read more . . .


Monday, July 26, 2021

How Can I Keep My Kids From Fighting Over Their Inheritance?


Even siblings who got along during your lifetime might become estranged from each other if they fight over their inheritance. With a little guidance, you can avoid situations in which your children become enemies for life. A Read more . . .


Wednesday, June 30, 2021

What Is an Irrevocable Trust?


Trust agreements are used in estate plans. These flexible estate planning tools allow you to customize your estate plan to meet your needs and goals. With many different types of trusts, it is important to understand the differences before choosing the type of trust for your estate plan. A Read more . . .


Monday, June 28, 2021

Answering Common Questions Clients Have About Estate Planning


Estate planning is an essential step in ensuring your wishes are carried out after your death. However, it is also the best way to ensure that your family and loved ones are cared for when you die. Generally, most people have questions about estate planning.

Instead of putting off estate planning because you have questions, let our Read more . . .


Thursday, June 24, 2021

5 Questions to Ask Before You Write Your Will


Do you know what to do when it comes time to put your estate in order? It's important that you have an experienced California estate planning lawyer on your side. They'll help guide you through the process and ensure that all of your wishes are met.
Read more . . .


Monday, May 31, 2021

A Beginner's Guide to Living Trusts


Estate planning may include numerous documents to protect your assets and your loved ones. You may have a Last Will and Testament, but you may also have one or more trust agreements. Trusts are common estate planning documents.

There are many types of trusts you may choose from based on your needs. A Read more . . .


Friday, May 28, 2021

When Should I Start With My Estate Plan?


Ideally, you should start with your estate plan as soon as California law allows. In California, a person who is at least 18 years old or is an emancipated minor can write a valid will, trust, and other estate planning documents.

If you are no longer a child and you become severely sick or injured or pass away, your family would have to go to court to get the legal authority to take care of your financial matters, make medical decisions for you, or administer your estate if you do not have an estate plan that covers those situations. Also, these papers can be useful for people who are perfectly healthy. A Read more . . .


Thursday, May 27, 2021

Estate Planning Tips to Keep Your Money in the Family


The last thing that most people want is for their loved ones to get shortchanged because your estate had to pay avoidable expenses or taxes after you died. Every dollar that your estate has to pay in taxes or costs is a dollar that your family will never get.

There are many ways to set up your estate to minimize and sometimes entirely avoid these things that waste the money that you worked a lifetime to earn. A Read more . . .


Thursday, April 29, 2021

Planning for Medicare


What will happen to you when you need long-term care? Are you in a financial position to afford the expense?

Very few have enough assets to cover extended nursing home stays, particularly in California, where monthly care costs can easily exceed $10,000.

At that rate, even those with sizable estates should consider all available options, including government benefits, when planning for long-term care.

A proactive approach to programs like Medicare can help you get benefits that will pay for your care. It's a good idea to work with a qualified Read more . . .


Monday, April 26, 2021

When Should I Update My Estate Plan?


Have you made a will or trust only to file it away and promptly forget about it?

If so, you are not alone. While many of us are proactive in initial estate planning, we often fail to revisit our essential documents in the years following.

However,


Read more . . .


Wednesday, April 21, 2021

What Trust Is Right for My Family?


There are many options in estate planning. Deciding what path to take to secure a future for you and your family can feel overwhelming without help.

This is especially true when considering setting up a trust, and you may quickly find yourself wondering, “What trust is right for my family?”



Read more . . .


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