by Ethan Okura | Feb 8, 2023 | Articles, Trusts and Wills
When you sign an estate planning document such as a revocable living trust or a will, you appoint someone to handle your assets for you. The person you choose to handle things for you is called a “fiduciary.” A “fiduciary” is in a position of great trust and...
by Ethan Okura | Jan 13, 2023 | Articles, Trusts and Wills
When you sign an estate planning document such as a revocable living trust or a will, you appoint someone to handle your assets for you. The person you choose to handle things for you is called a “fiduciary.” A “fiduciary” is in a position of great trust and...
by Ethan Okura | Dec 7, 2022 | Articles, Trusts and Wills
Suppose you have a child with a disability. Maybe the child was born with a mental disability, or maybe even a physical disability. The child may have been normal at birth and developed the mental or physical disability later in life. You love this child and want to...
by Ethan Okura | Jan 8, 2021 | Trusts and Wills
For most couples who do not have trusts, if one dies, everything goes to the spouse. If a married couple will have more than $5.49 million of assets (including life insurance death benefits), then having everything go to the spouse could cause an estate tax problem....
