Estate Planning Blog From a Southern California Perspective

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Do-it-Yourself Will Doesn’t Work in Florida Supreme Court
A do-it-yourself will doesn't work in many circumstances as explained by Brenda Geiger, J.D.
Types of Gifting Trusts
The IDGT (Intentionally Defective Grantor Trust). This type of trust is often used to transfer a closely held family business to others in the family and also provide creditor protection for the beneficiaries.
Annual Exclusion Gifting Trusts (aka, Crummey Trusts):
Annual Exclusion Gifting Trusts (aka, Crummey Trusts)
Who Should be the Trustee of the Gifting Trust?
US Supreme Court Rules Inherited IRAs are Not Protected as Retirement Accounts
On June 12, 2014, the U.S. Supreme Court ruled that an inherited IRA is not an asset protected retirement account.
Is Your Young Adult Child Protected in the Case of a Medical Emergency?
Health Care Directive, HIPAA authorization, Statutory Power of Attorney, and an Expanded Durable Power of Attorney are ways to protect college-age students in the event there’s an emergency
Why You Should Consider Listing Your Revocable Trust as the Primary Beneficiary on Your Life Insurance Policy

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