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Estate News --- Observations of a Trust and Probate Attorney

Thursday, November 17, 2016

What Benefits is my Autistic Child Eligible For in San Bernardino?


What Benefits is my Autistic Child Eligible For in San Bernardino?

If your child has been recently diagnosed with autism, you are probably feeling overwhelmed with this new direction your life has taken and inundated with information about how to care for your very special child. The good news is that there are a number of ways that the government and other organizations can help you. A few of them are listed below.

Social Security Disability Insurance (SSI)

SSI is a financial benefit through Social Security and is available for children younger than age 18. Your child can qualify if he or she has a physical or mental condition (or combination of conditions) that meets Social Security’s definition of disability.
Read more . . .


Tuesday, November 15, 2016

Basics of a Special Needs Trust


Ontario Special Needs Lawyer: Basics of a Special Needs Trust

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority. The loss of specialized care and Medicaid or SSI benefits is a very real danger if proper special needs planning are not put in place, which is why Ontario special needs lawyers often share the benefits of special needs planning involving Special Needs Trusts.

What is a Special Needs Trust?

Since even a small amount of cash assets can disqualify special needs individuals from the care and assistance they need, it is important to not let these assets pass directly to them upon your passing. A Special Needs Trusts is the best way to ensure your special needs loved one keeps their care and assistance while also benefiting from the legacy you leave behind. Ontario special needs lawyers design these Trusts in such a way that the assets in it do not belong to your special needs beneficiary; instead, they are owned by the Trust and managed by a Trustee of your choosing who will direct the assets to be used for the benefit of your special needs loved one.
Read more . . .


Thursday, November 10, 2016

Are you Really Prepeared to Start Your Medical Career?


Physicians: Don’t Forget This Critical Step When Beginning Your Medical Career!

After years of school and clinical training, you are now ready to begin your medical career.

Or, are you?

You are most likely dealing with a lot of concerns at the moment such as work-life balance and unforgiving student loans.  One thing you are likely not adequately planning for is the possibility of getting sued. 

According to the American Medical Association, 61% of physicians surveyed had been sued at some point in their career. That’s more than half.
Read more . . .


Tuesday, November 8, 2016

Adding Disability Insurance to Your Estate Planning in Ontario


Adding Disability Insurance to Your Estate Planning in Ontario

Estate planning lawyers in Ontario are typically tasked with the job of helping clients determine what to do with their assets after death.  There are other important aspects to estate planning, however, and one that can be overlooked is the need for disability insurance.  Those who are in good health and looking forward to retirement in the next decade or so often do not see the wisdom in their estate planning lawyer’s recommendation for disability insurance.

Peak Earning

Keep in mind, though, that when you are in your 50s and 60s, you are likely at your peak earning point.  You have probably worked your way up and are far beyond the entry-level position you were so excited to get when you started your career.
Read more . . .


Thursday, November 3, 2016

Caregivers Take Care of YOU too!


Caregivers – Here Are 10 Critical Things You Should Do to Take Care of YOU!

If you are a frequent reader of our Ontario elder law blog, you know that we talk a lot about how to take care of your older and/or disabled loved ones. We are passionate about helping people spend their end of life as comfortably and securely as possible.

However, one thing that we don’t discuss quite as frequently is how to help you, the caregiver, take care of your elderly loved one while making sure that YOU stay healthy and secure. That is why we offer you this quick test to see if you are remembering how important you are and if you are taking steps to ensure that you take care of yourself.

Please check the appropriate column for each response.
Read more . . .


Tuesday, October 4, 2016

Bad Estate Planning Decisions Can Be a Royal Pain


Bad Estate Planning Decisions Can Be a Royal Pain

 

It seems that nearly everyone is interested in the lives of the British royal family, and now estate planning lawyers have theirs piqued, too.  In September, Prince Harry—Princess Diana’s youngest son—turned 30.  With his birthday came access to the rest of his inheritance from his late mother.  It’s not his birthday that is of such interest, rather the fact that Princess Diana had clearly expressed her desire that he receive her assets five years ago. 

 

That’s right, Princess Diana’s own estate planning wishes were not followed, and it’s all because of a handwritten letter.
Read more . . .


Tuesday, September 27, 2016

Fears of Clients and How Ontario Estate Planning Lawyers Comfort


Top Fears that Ontario Estate Planning Lawyers Face with their Clients

  When clients come to see an Ontario estate planning lawyer, they generally have multiple goals in mind. Interestingly, they don’t always realize this fact, thinking that they “just” need to put together a will that stipulates who gets what after they have passed away. While this is obviously a very important part of what estate planning lawyers do, it’s not a comprehensive view.

  Yes, estate planning lawyers assist in the creation of wills, but let’s take a deeper look at what clients are really looking for. In the vast majority of cases, clients are concerned about three things:

Taxes

  The taxes involved in estate planning are complex, and they don’t just come into play once an individual has passed.
Read more . . .


Thursday, September 22, 2016

Leaving Property and Money to Minor Children


Leaving Property and Money to Minor Children in Ontario

  Here at Bristol, Haynes and Associates, our entire legal team is passionate about helping parents name legal guardians for their children.  It’s a critical step that allows parents to document the people they want and trust to raise their kids if they are incapacitated or unexpectedly pass away.

  But, there is another area of planning for children that many parents overlook—and that deals with the issue of money and property. Who will be in charge of managing an inheritance, or keeping the child’s money safe from being lost or squandered if the parent(s) pass away?

  In a lot of cases, estate planning for married couples is easy. You leave everything to your spouse.
Read more . . .


Tuesday, September 20, 2016

Benefits of Charity/Non-Profit Contribution from an IRA


Ontario Estate Lawyer Explains the Benefits of Charity/Non-Profit Contributions from an IRA

 

If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible charity of your choice. Using a Qualified Charitable Distribution, you can donate directly from you IRA to the charity. Not only is this a great way to support your favorite charities, there are also some substantial tax benefits from making donations directly from your IRA.

 

Unlike traditional donations you do not have to claim the donation as income, but this also means you cannot claim it as an itemized deduction. The IRS would considered that double-dipping.
Read more . . .


Thursday, September 15, 2016

5 Strategies to Proctect What You Own


 

Ontario Asset Protection Lawyer: 5 Best Strategies to Protect Everything You Own and Love

  It is an unfortunate fact of life that lawsuits are generally brought against those who have “deep pockets.” Litigators don’t want to go through the time and cost of a drawn-out trial if there is no money to be made; hence, large lawsuits are typically only filed against those individuals who have a significant amount of money out in the open. The following are five of the best strategies that Ontario asset protection lawyers use to shield their clients from lawsuits.

Create an Asset Protection Trust


  Ontario asset protection attorneys often advise their clients about creating an asset protection trust as a means to shield their assets from divorce, bankruptcy, the government, and litigation. Transferring ownership of your assets to an irrevocable trust can protect you from many of these dangers, however asset protection trusts may actually cause you to have less control over your assets.
Read more . . .


Tuesday, September 13, 2016

What Happens to Debt When Someone Dies?


What Happens to Debt When Someone Dies in San Bernardino?

Will and estate lawyers in San Bernardino County becoming intimately aware of their clients’ financial situations, and it’s just a fact of life that many people have considerable debt.  Whether it is the person setting up an estate plan or one who has inherited from it, there are often questions regarding what happens to that debt.  Does money come out of the estate for medical bills?  Are adult children responsible for credit cards?  What happens to the mortgage?

As with so many aspects of law, the answers are somewhat complex, but here’s a basic look at what you and your Ontario will and estate lawyer might expect to see:

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Brock, Robinson & Associates assists clients with Estate Planning, Wills, Trusts, Special Needs Planning, Pet Trusts, Probate & Estate Administration, and Family Business Preservation in Chino, California as well as Chino Hills, Inland Empire, Pomona, Rancho Cucamonga, Ontario, Montclair, Diamond Bar, West Covina, Covina, Glendora, San Dimas, La Verne, Claremont Fontana, Riverside, Colton, Corona, San Bernardino, Redlands, Orange, Brea, Yorba Linda, Fullerton, Hacienda Heights, Eastvale, Norco, Mira Loma, Alta Loma, Upland, Rialto, Highland, Loma Linda and Grand Terrace in San Bernardino County, Los Angeles County and Orange County.



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