Special Needs Trusts Part 2: Selecting a Trustee

Previously, I discussed the types and applications of various Special Needs Trusts (SNTs). I highly encourage you to review the previous article for comprehensive information on the subject. However, here is a brief synopsis of my previous article for your reference: A Special Needs Trust is a type of trust created to address the long-term [...]

By |2024-07-18T16:01:06+00:00July 18th, 2024|Living Trust, Special Needs Trust, Trust, Trust Administration|Comments Off on Special Needs Trusts Part 2: Selecting a Trustee

San Gabriel Valley’s Best “Living Trust Attorney” and Best “Legal Services”

We are honored to be voted once again as San Gabriel Valley’s best in "Living Trust Attorney" and "Legal Services" by Pasadena Star-News, San Gabriel Valley Tribune, and Whittier Daily News. We extend our heartfelt thanks to our clients for this esteemed recognition. Recently featured in USA Today’s "Estate Planning 101," we are dedicated to [...]

By |2024-06-19T14:46:32+00:00May 28th, 2024|Awards and Recognitions, Living Trust, Trust, Trust Administration|Comments Off on San Gabriel Valley’s Best “Living Trust Attorney” and Best “Legal Services”

Two Years Later: COVID-19 & Estate Planning By Allyson S. Heller

Over two years after the “Stay at Home” order went into effect, with Omicron, many people still feel overwhelmed and helpless, which is why now, more than ever, it is important to ensure that you and your loved ones are adequately equipped to handle whatever challenges may arise. Although having a living trust or will, [...]

By |2024-01-28T03:09:13+00:00February 2nd, 2022|Estate Planning, Living Trust, Taxes, Trust, Will|Comments Off on Two Years Later: COVID-19 & Estate Planning By Allyson S. Heller

Top Three Trust Myths and Misconceptions
By Allyson S. Heller

When it comes to estate planning, people tend to have misconceptions about living trusts, many of which stem from secondhand accounts from unreliable sources. Below, I discuss three of the biggest myths about living trusts: Myth #1 “Only rich people need trusts.” By far the most common misconception I hear from clients is that they [...]

By |2024-01-28T03:59:58+00:00October 7th, 2021|Living Trust, Successor|0 Comments

Law Offices of Tony J. Tyre Sees Uptick of Living Trusts Preparation

COVINA, CA / ACCESSWIRE / September 21, 2021 / Today, The Law Offices of Tony J. Tyre, Esq. APC announced a trend in rising numbers of families seeking estate planning. As more and more people have been coming to grips with their own mortality, due to the COVID-19 pandemic, they are seeking ways to get [...]

By |2024-01-28T04:06:18+00:00September 22nd, 2021|Living Trust|0 Comments

One Year Later: COVID-19 & Estate Planning
By Allyson S. Heller

Over a year after the “Stay at Home” order went into effect, many people still feel overwhelmed and helpless, which is why now, more than ever, it is important to ensure that you and your loved ones are adequately equipped to handle whatever challenges may arise. Although having a living trust or will, directing the [...]

By |2024-02-20T18:04:33+00:00March 18th, 2021|Estate Planning, Living Trust, Pandemic, Trust, Will|Comments Off on One Year Later: COVID-19 & Estate Planning
By Allyson S. Heller

In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller

“Planning is bringing the future into the present so that you can do something about it now.” ~ Alan Lakein During this time of unprecedented uncertainty, it can be difficult to think about planning far ahead, to a time when they are no longer here, but what they fail to realize is a large part of [...]

By |2024-02-20T21:53:54+00:00June 4th, 2020|Elderly Care, Living Trust, Pension|Comments Off on In Sickness and Health: Planning for Today and Beyond
By Allyson S. Heller

California Revocable Living Trusts and Divorce

Family law includes nearly every area of law; however, the purpose of this blog post is to explore some estate planning considerations in the context of a divorce. This post is limited to estate plans drafted in California and divorces taking place in California, as each state may have different laws. If you have an [...]

By |2024-02-21T18:17:46+00:00September 19th, 2018|Divorce, Living Trust|Comments Off on California Revocable Living Trusts and Divorce

Two Major Reasons Why You Need a Trust

What is a Living Trust? A "Living Trust", or a revocable trust, is a trust created by an individual during their lifetime to store their assets until they die. After they die, their assets are transferred to their beneficiaries by a “successor trustee” appointed by them. Two Major Reasons Why You Need a Living Trust [...]

By |2024-02-21T21:38:22+00:00January 6th, 2018|Living Trust, Trust|Comments Off on Two Major Reasons Why You Need a Trust
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