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Here with some advice on keeping family harmony amid the legalities is Sacramento estate planning attorney Carlena Tapella of the Webb & Tapella law firm...Is she accountable for what comes/goes out of the checking account?...It has been almost a
New law protects Public Trust Government, Fuseworks May 9, 2013, 8:40 pm Justice Minister Judith Collins says a new law passed in Parliament tonight protects the Public Trust from having to wear the costs of stepping in to replace the trustees of
This week, Sacramento estate planning attorney Carlena Tapella of Webb & Tapella law firm offers some guidance. I am the single beneficiary of an irrevocable trust, and my cousin is the trustee. The trust does not state how much the trustee can/must
The IRS is staking out a very tough position towards trusts that own interests in pass-through entities in recently released Private Letter Ruling 201317010 . The Tax Reform Act of 1986 as part of the war on tax shelters created the apparently
Like going to the dentist, visiting an attorney to complete estate planning is something we know we need to do but often put off because it is anticipated to be unpleasant. Luckily, the process can be quick and painless if you are well prepared.
Finance Tips the Rich Shouldn't Ignore Don't let it get away!...Most financial advice is geared toward people who are struggling to reach their financial goals . But if you've already reached your goals, what should you do next? The assumption that
February 11, 2013 Indian Bollywood film actress Madhu Shah (2R) poses with her daughters during the 'Hello! Classic Derby Race 2013' in Mumbai on February 10, 2013. (STR/AFP/Getty Images) Before you plan to distribute large sums of money to your
We make a living by what we get, but we make a life by what we give."...I found him to be a very bright man with a dry sense of humor when I helped him plan for setting up a Charitable Remainder Trust (CRT) many years ago. This belief was reinforced
Should my son, who's on my living trust, be on my checking account? This week, those questions get answered by Sacramento estate planning attorney Kay Brooks of Weintraub Tobin law firm. I have a revocable trust with my wife and adult son as trustees.
This week, Sacramento estate planning attorney Kay Brooks answers a reader's question on that topic. To see more of her "Ask the Experts" advice on wills and trusts or that of our other local experts on taxes, investments, personal finances and job