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

Tuesday, December 20, 2016

Is it Time to Stress Test Your Estate Plan?    

Is it Time to Stress Test Your Estate Plan?    

If you have a properly executed will or trust in place, good for you! You’ve taken a great step toward protecting your assets for future generations. But, establishing an estate plan is only the first step. You still need to make sure that your plan will stay rock solid by keeping it up to date.

With each life change you will need to adjust your estate plan accordingly. If you experience changes to your career, health, residence, family or even tax status, your estate plan can be derailed.
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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.


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.
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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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Wednesday, November 30, 2016

What is a Pooled Trust and how can Seniors or People with Disabilities Benefit From One?

What is a Pooled Trust and how can Seniors or People with Disabilities Benefit From One?


When making decisions on care and insurance coverage for disabled and/or elderly loved ones, it’s easy to get lost in the myriad of choices and complicated regulations.  With Medicare and Medicaid there are income caps, so individuals often do not qualify because their income exceeds the eligibility limits. A Special Needs Trust can also be set up, but these are only for people under age 65.


How can an individual with disabilities qualify for Medicaid or Medicare and get the care they need if they are over 65 or have been told they are ineligible for these coverages due to income? A good solution is to use a Pooled Trust.


If your loved one with disabilities is a child, you need to ensure that they will be cared for in the event of your death.
Read more . . .

Tuesday, November 29, 2016

Working the an Elder Lawyer can Save YOU Money on Nursing Homes

Working with an Elder Lawyer In Ontario  to Save Big on Nursing Home Costs

Elder lawyers in Ontario are well-versed on the ins-and-outs of nursing home expenses, and they continually work with seniors to determine how best to lower costs and protect assets.  One recommendation that does not always get enough attention is to spend a little on remodeling your home to save big on nursing home costs down the road.

Nursing homes and retirement homes provide a lot of benefits to the elderly, but there are times when moving into one of these facilities may not be entirely warranted.  Instead of pulling out the brochures and comparing amenities early on, seniors might want to consider looking at ways to upgrade their own homes to spend more time living completely or partially independently.

The average cost of nursing home care in the Ontario area is continuing to rise.
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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.
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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