Usually, a slayer statute question is straightforward because the person accused of the killing is also the person named to inherit. This one may not be. Nick Reiner has asked a Los Angeles probate court for access to a Trust his parents created for him when he was a baby, and the distribution he seeks reportedly came due before they died. That timing raises a harder question than the headlines suggest, while also reminding us of something far more ordinary that every Estate Plan should address.
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Make It Accessible: Organizing Your Estate Documents
Getting your affairs in order is more about logistics than sentiment. The people acting on your behalf will need two things: legal authority and reliable information. Without both, even simple matters can stall. Begin while you are fully competent. Consider what documents you have Your first step should be to assess whether you have […]
Your Estate Plan Should Be a Journey, Not an Odyssey
When Odysseus sailed home after the fall of Troy, he expected a short journey. The war had ended, and Ithaca waited across the sea. He believed the hardest part was behind him. Instead, his journey lasted ten years. Storms, unexpected challenges, and difficult choices changed his path. Odysseus eventually reached home because he adapted along […]
Missing Routine in Retirement
It is normal to go through a period of uncertainty and discomfort after retiring since your routine has been disrupted. Many people report that the most common challenges are boredom and a sense of irrelevance. Instead of concentrating on what you are leaving behind in your career, it can be more helpful to think […]
Is Your Estate Plan Living in the Past? 10 Signs It May Be Time for an Update
An Estate Plan can be signed, stored, and still be outdated. Major life changes, old beneficiary designations, unfunded Trusts, and outdated incapacity documents can all create problems when the plan is needed most. Read on for ten signs that your Estate Plan may be living in the past.
Term Life Insurance: Renewable?
Term life insurance is a form of financial protection that lasts for a certain number of years, usually from 10 to 30. You pay a premium, often on a monthly, quarterly, or annual basis, to keep your coverage active. If you die during your policy’s term, your life insurer will pay out your death […]
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