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General Legal

Thursday, December 15, 2016

How to Handle Underage Beneficiaries


Ontario Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. An Ontario Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, financial accounts, or as part of a life insurance benefit.

Underage Beneficiaries in a Will or Trust

Ontario Wills and Trusts lawyers will always ask their clients if any of their beneficiaries are underage or even if they would like to keep younger beneficiaries from accessing their full inheritance until they’ve reached a certain age, which is usually 25. If the children are underage, an adult property guardian must be named since minors are not allowed to own property. If a significant amount of property is left to the minor, a Trust should be set up to manage the property until the child comes of age.
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Tuesday, December 13, 2016

5 Steps to Settling a Probate Estate in San Bernardino


5 Steps to Settling a Probate Estate in San Bernardino

Settling a probate estate in San Bernardino requires quite a bit of time and a lot of organization. It has the potential to be a long, drawn-out process depending on the state of affairs of the deceased and how easy it is to work with the probate court. However, if you’re well-equipped and prepared to deal with the role and duties of an Executor, you may be able to settle the estate in a timely, uncomplicated manner. California probate attorneys have put together these five steps for settling a probate estate.

Gather Documents

The Last Will and Testament is the first document to come to mind when a person passes away and an Executor needs to start handling the estate, but it’s not the only one.
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Monday, December 12, 2016

What to Know for Estate Planning for a Blended Family


 Ontario Estate Planning for Blended Families

Many people are familiar with this common horror story: a parent remarries later in life to a person with a family of his or her own; when the parent passes away, their estate goes entirely to their new spouse through the laws of intestacy.

When the new spouse then dies, the cumulative estate goes to his or her children, leaving the original parent’s children without their rightful inheritance. This happens all too often, and usually leads to nasty court battles and hard feelings all around. However, estate planning lawyers in Ontario want people to know that with proper planning, these issues can be avoided.

While it may not always be pleasant  to think about what happens if you pass away, Ontario estate planning attorneys strongly advise those who are entering into a blended family situation to consider the following:

·         Truly think about who you want to provide for and in what manner.
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Thursday, December 8, 2016

What do I Need to Know about Irrevocable Trusts


Ontario Trusts Lawyer: Everything You Need to Know About Irrevocable Trusts

Irrevocable Trusts are an integral part of most asset protection planning strategies. They are used to protect property and assets from nursing homes and other predators, and, depending on your individual situation, can end up saving you thousands of dollars. Ontario trusts attorneys have put together some of the basics to give you everything you need to know about Irrevocable Trusts.

Irrevocable

Just as the name suggests, an Irrevocable Trust cannot be terminated once it is created, which is what sets it apart from a Revocable Trust. The reason it cannot be revoked is because of the many benefits afforded by the trust for protecting assets and shielding against taxes.
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Monday, December 5, 2016

How to Claim Death Benefits


Claiming Death Benefits in Ontario

The death of a loved one is one of the most difficult experiences to deal with in life. What makes the situation even harder is the financial aspect that accompanies funeral and burial expenses. Money is often the last thing grieving families want to think about, but, unfortunately, expenses related to death must be paid fairly soon after a loved one has passed. This is especially true if the deceased was the main provider of income for the family, and the family needs some assets to make it through until other arrangements can be made. Luckily, there are ways to receive death benefits quickly to help pay for these end-of-life expenses, and hopefully bring some small comfort to families during their time of need.
Read more . . .


Thursday, December 1, 2016

Building a Care Team Following an Alzheimer’s Diagnosis


Building a Care Team Following an Alzheimer’s Diagnosis |  Ontario Incapacity Lawyer

 

If you’ve recently been diagnosed with Alzheimer’s disease, you are undoubtedly going through an emotionally-draining and tumultuous time. One thing that could help you is to plan ahead and develop your own care team. This is a group of support people that will help you through the different stages of the disease. Here are a few things to consider when deciding if you would benefit from a care team:

 

Why do I need to build a team now?

 

A team can reduce the stress and feelings of being out of control of your own life. A team can help you live a more productive and active life during the early stages of the disease.
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Tuesday, November 22, 2016

How to Avoid Estate Planning Fraud and Protect Yourself


Beware!  Estate Planning Fraud in Ontario is on the Rise

 

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit.

 

Due to complex international laws most of these criminals are never prosecuted and you are left to deal with the aftermath. If you know anyone that has had their identity stolen, you know that the problems that arise from this can last years. These criminals have relied on hacking into computer systems to gain access to your personal information, but they have now turned to “phishing scams” where they trick you into given them your personal information.
Read more . . .


Monday, November 21, 2016

When it Comes to Estate Planning in San Bernardino, You Get What You Pay For


When it Comes to Estate Planning in San Bernardino, You Get What You Pay For

 

You have probably seen so-called “standard” (a.k.a cheap) living trusts advertised all over the San Bernardino area.  Seminars, direct mail, and telemarketing are all common marketing techniques for the companies that sell “Do-It-Yourself” legal plans.

 

But, buyer beware! These one-size-fits-all estate plans are NOT created to deal with your unique situation or handle your unique assets.
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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.
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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 . . .


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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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