by Sara Yen | May 16, 2016 | Estate Planning
Today many people are using a revocable living trust instead of a will or joint ownership as the foundation of their estate plan. When properly prepared, a living trust will avoid the public, costly and time-consuming court processes of conservatorship or guardianship...
by Sara Yen | Nov 11, 2015 | Estate Planning
Estate Planning is a complex area of law where misconceptions abound. It’s an area where what you think you know can be harmful—not only to you, but to the people you love. Americans, in general, face challenges when it comes to saving, investing, and planning for...
by Sara Yen | Oct 26, 2015 | Estate Planning
Yes, even the undead need an estate plan. Seriously, just take a moment and hear me out. As we know, from such informed sources as The Vampire Chronicles, the Twilight saga, and HBO’s True Blood, vampires aren’t immortal. They do die, and it’s usually unexpected and...
by Sara Yen | Oct 20, 2015 | Special Needs
Can you identify that one person who is an expert in disability law, housing, medicine, social work and knows all the members of your family and how they interact with each other? If you can, then they are the natural choice to serve as trustee of any Special Needs...
by Sara Yen | Oct 5, 2015 | Estate Planning
A Trust Protector is a position with limited powers which is established within the Trust to ensure that the Trust isn’t adversely affected by changes in law, circumstances or actions of the Trustee. When I describe the position to clients, I like to compare the Trust...
