On Behalf of Lawrence T. Ullmann, Attorney At Law | Nov 29, 2021 | Estates & Trusts
If you made an estate plan and think this important step is a one-and-done process, think again. Even the most carefully considered plans are not evergreen. Estate plans can become irrelevant by any manner of things. Changes to your assets, fluctuations in family...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Sep 28, 2021 | Blog, Estates & Trusts
When it comes to finances, everyone understands that planning for the future is vital. Still, some believe that estate planning is only for individuals in specific situations. Here are some common misunderstandings that persist about estate planning. 1. You need to be...
On Behalf of Lawrence T. Ullmann, Attorney At Law | Aug 10, 2021 | Estates & Trusts
Many people believe that only older adults or wealthy people need an estate plan. However, everyone needs estate planning regardless of age or existing assets. Preparing for the future is especially crucial for families with young children. Selecting a guardian for...
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...
