by Lawrence T. Ullmann, Attorney At Law | Jul 9, 2021 | Estates & Trusts
The birth of a child involves many questions about that child’s future. What will they be like as they grow? What college might they attend? What career will they pursue? While they dream of the future, parents should also take care to protect their child, and estate...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Jun 15, 2021 | Estates & Trusts
Not all parents speak to their adult children about their family’s estate plans. If this information comes out after the death of your parents, you as their child may feel limited in what you truly know about your parents’ wishes. Asking difficult financial questions...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Apr 22, 2021 | Estates & Trusts
With the increasing popularity of both the internet and electronic devices in recent decades, it is possible to find do-it-yourself instructions for virtually anything. With dozens of sites on the topic, estate planning is no exception. In fact, with just a quick...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Feb 26, 2021 | Estates & Trusts
When was the last time you took a look at your estate planning documents? You may have followed the norm and gone with the “out of sight, out of mind” approach. But changes in life occur and you may need to make adjustments to your will and related documents. ...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Dec 28, 2020 | Estates & Trusts
When planning your estate, you can implement strategies to streamline or avoid probate in California. Doing so allows your spouse, children and other beneficiaries to inherit property directly. Review the benefits of planning your estate to limit California...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Oct 26, 2020 | Estates & Trusts
While you may assume that trusts are only for the extremely wealthy, many types of estates may benefit from either a revocable or irrevocable trust. In addition to avoiding the necessity of having assets pass through probate, creating an irrevocable trust may help...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Sep 11, 2020 | Estates & Trusts
Whenever you have assets and heirs to protect, an estate plan is a highly effective tool to get the job done. If you are among the many savvy homeowners, investors and heads of households in California who have accrued assets and have established estate plans, you are...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Sep 11, 2020 | Estates & Trusts
Thinking about dying or about the death of your loved ones can be difficult to face. Although confronting the prospect of estate planning can be tough, it prevents hardship when an unexpected tragedy occurs. On top of not wanting to tackle sensitive emotions, you may...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Apr 10, 2020 | Estates & Trusts
There can be a lot to consider when putting together an estate plan. For instance, you might live in California but own property outside of the state. In addition to navigating estate planning laws, you likely have to take family dynamics into account when putting...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Feb 21, 2020 | Estates & Trusts
Creating an estate plan takes time and significant consideration. The benefit of creating a seamless flow of assets to your heirs is critical in maintaining your wishes. Two of the elements to consider during estate planning are taxes and real estate. These critical...
