Grimaldi Yeung Law Group Blogs

How to Choose a Trustee

How to Choose a Trustee

“Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.” To protect all that you have worked for and take care of the most important people...

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Why Your Will Needs To Change Again

Why Your Will Needs To Change Again

Some people change their wills every time there's a small family skirmish. However, most sign their wills and shove them in a drawer and try not to think about death. This is a mistake, for them and their families. Even If your own life never changes, there are...

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Can Unmarried Couples Have An Estate Plan?

Can Unmarried Couples Have An Estate Plan?

Many couples–married or unmarried–want to have inheritance rights. This means they need to execute testamentary documents, such as wills, in order to ensure a solid estate plan. In states that do not recognize common law marriage, the state will not recognize a couple...

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How Do TOD Accounts Work?

How Do TOD Accounts Work?

A Transfer on Death (TOD) account is a way to have accounts pass to beneficiaries immediately upon death. There are situations where this simple solution can work, and others where it creates a lot of headaches for families. With an estimated 57% of Americans not...

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Using Estate Planning to Prepare for Your Future

Using Estate Planning to Prepare for Your Future

Planning a vacation is a lot more fun than planning for death, disability or needing long-term care. However, putting off estate planning means missing an opportunity to gather our thoughts on what kind of a legacy we want to leave behind, how we want to be cared for...

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Is Your Retirement Plan A Plan or a Wish List?

Is Your Retirement Plan A Plan or a Wish List?

Whether you are thinking about life-long finances or planning for retirement, it's always a good idea to discuss ideas and strategies with a professional, like a financial advisor or accountant. When it comes to an estate plan, an estate planning or elder law attorney...

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