Legal Articles, Estate

The “TW” difference- caring about you!

We help our clients develop a comprehensive estate plan that is tailored to their unique needs, family dynamics, life circumstances, and future generational goals.

PET TRUSTS

Does your estate plan provide for your pets? California law allows pet parents to establish pet trusts for the care and support of their pets in the event of incapacity or death.

THE IMPORTANCE OF AN ESTATE PLAN…AND REGULAR REVIEWS OF THAT PLAN

New case law reaffirms the importance of having your intentions clearly stated in your Trust or Will. Whether you need a new plan; a review of an existing plan; want to discuss your rights as a beneficiary or responsibilities as a Trustee, Cannon Legal Firm can help. Contact us for a free consult.

Do I Need A Prenuptial Agreement?

If you are thinking about marriage in the near term, please contact an attorney at Silverman Law Office, PLLC about whether a prenuptial agreement may be beneficial for you.

What You Need to Know About Probate Estate Administration in Minnesota

This article summarizes the basics of probate law in Minnesota and gives helpful tips for those with questions regarding the probate process.

Do I Really Need an Estate Plan?

Estate planning is an essential piece of financial planning. However, when most individuals plan their finances, whether for the next five years or 50, they often forget about estate planning. In fact, approximately half of Americans don’t have a will or estate plan. On the other hand, many individuals avoid estate planning because it forces them to ask difficult questions and make difficult decisions, such as “What is my estate worth?” “What happens to my assets after I die?” “Who will care for my loved ones?” In this article, we will review the different elements that go into estate planning, reasons why you might need an estate plan, and how an estate planning attorney can help.

Good Faith Myth

A defense often used in financial elder abuse cases is a statement that says something like, "I only did what he wanted me to do." This "good faith" defense is no longer an automatic defense. The law on financial elder abuse has slowly evolved to hold people accountable for financial elder abuse even when the bad-actor claims he or she was acting good faith. This article shows the changes in the law and how bad-actors who act in "good faith" can still be held accountable.

Successor Trustee Privileged Information - What's Said in the Office of Trustee Stays in the Office of Trustee

A successor trustee is permitted to hire legal counsel at the expense of the trust. However, if that trustee is replaced with another trustee, the privileged information shared with the first trustee will transfer to the new trustee except in limited circumstances. This article explains when the attorney client privilege changes to the new trustee and the few instances where the privilege remains with the old trustee.

Accessing the Black Box - Attorney-Client Privilege in the Area of Estate Litigation

While the doctrine of attorney-client privilege usually functions as an inaccessible black box, there are a few exceptions that apply in the area of estate litigation. This article first sets the foundation for what attorney-client privilege actually entails. From there, the article explains each of the few exceptions that apply in estate litigation. In the end, the law is interest in the decedent's wishes, and to know those wishes it is sometimes necessary to open the black box of attorney client privilege

Why You Should Care About Changes in 401(k) Contribution Limits

Why You Should Care About Changes in 401(k) Contribution Limits

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