Blogarama: The Oldest Blog Directory

Sometimes you need to take a break from blogging and find your muse again.  Mine is back and I have lots to share with you.  My creative juices got going when Tracey Roman of the F… Read More

  Joe DiMaggio (1914 - 1999) The "Yankee Clipper" left a fairly sophisticated Will. It also makes gifts in trust to a number of beneficiaries, including a number of great-grandchi… Read More

Taking its name from the very first Mini, the 1959 Austin Seven, MINI Seven has been developed to showcase both the distinctive style inspired by the original Mini and the current modern v… Read More

Many people own life insurance policies, either through their employment or as supplements to their employer-funded policies, or have individual retirement plans (IRAs) or employee benefit p… Read More

If you pass on without a will, you would be known to have passed “intestate”. Thus, the Intestate Succession Act (“ISA”) would apply to you. Do note however that the… Read More

If you pass on without a will, you would be known to have passed “intestate”. Thus, the Intestate Succession Act (“ISA”) would apply to you. Do note however that the… Read More

In Private Letter Rulings 201702005 and 201702006, the IRS favorably ruled on federal tax consequences of a proposed trust division. But for a minor change in facts, the two rulings are iden… Read More

An Ordinance to give effect to certain recommendations of the Commission on Marriage and Family Laws.       WHEREAS it is expedient to give effect to ce… Read More

Life insurance is put in place to relieve the stress of your loved one’s after you pass away. This provides income security for families who depend on the insured’s income to liv… Read More

Term Life Insurance beneficiary designations, what’s with this ahead of? Have you any idea how it’s and why it’s extremely essential so that you can comprehend? There are d… Read More

One in a series highlighting some of our holdings at the Library in Oakland.  For a fuller listing of books, journals, and more, consult the CGS Library catalog in WorldCat.This issue… Read More

Generally speaking, there are two different ways that assets can pass down to your kids and grandkids. It depends on the distribution formula selected—whether the assets are going to p… Read More

With the Coronavirus making its way through countries and countless healthcare systems, it’s a good opportunity to check in with everyone about their will and general estate planning… Read More

You’re tending to your estate, and it’s time to decide how you want to divide your assets among your adult children. Rather than an even split, you feel it’s best to divide… Read More

Per Stirpes is an English legal term derived from Latin, meaning “per part”. A legal property of a deceased individual is divided per stirpes by each of his branches of the famil… Read More

If a person passes away without a will, it may cause the distribution of their estate to be more complicated. In Texas, any property that the deceased person owned as well as their debts… Read More

Per Stirpes Meaning Per stirpes is a system used to determine descendants of an individual who has died intestate. The word is a Latin term that denotes roots or stocks and is derived fro… Read More

Learn how to electronically request or make changes using Schwab Alliance Schwab is known for having the best overall brokerage for beginners and having excellent customer service for their… Read More

Learn how to electronically request or make changes using Schwab Alliance Schwab is known for having the best overall brokerage for beginners and having excellent customer service for their… Read More

You probably don’t know these terms offhand, but if you’re looking to set up a last will and testament or living trust, they’ll become familiar in no time. Per stirpes and… Read More

If you are the beneficiary but not the spouse of the account owner for a Traditional IRA, you probably have more inheritance options than you might think. Any questions, we’re here… Read More

Quick announcement! I’m working on building an online platform that will help you to easily create and maintain your estate plan — if you’d like to get early access or le… Read More

In this short video, Joe and Al discuss five of the most common mistakes people make with their IRA (individual retirement account) beneficiary forms. Find out why naming the trust as the… Read More

Fortunately, our legal system provides for freedom of testation which means that the person writing their Will can provide for the distribution of their estate among friends, family, spouses… Read More

Common Service Requests Pay your fine see instructions below and then contact the Court Location see contact information below to provide your confirmation number, payment receipt informatio… Read More