Moses Estate Planning
  • Home
  • About
  • Asset Protection Planning
  • Estate Planning
  • Business Entity Formation
  • Testimonials
  • Infographics
  • Blog
  • FAQ
  • Contact
Select Page

5 Reasons Estate Planning Can’t Wait

by mosestrusts | Oct 12, 2020 | Estate Planning, Firm News, Trusts

Let’s face it – talking about death isn’t exactly the most enjoyable topic. Most people like to imagine it happens when one is old, wrinkly, and sleeping soundly while snuggled in bed. Others refuse to think about it at all and are at a disbelief of their own...

Single Family Private Trust Companies

On behalf of Moses Estate Planning | Jan 23, 2020 | Estate Planning, Trusts

Families with substantial wealth looking for fiduciary services may wish to consider forming a Private Single Family Trust Company as an alternate option. A Private Single Family Trust Company exists to provide fiduciary services to the family’s trust(s) and is a...

Validity of Conditional Gifts: You Only Get This If…

On behalf of Moses Estate Planning | Nov 5, 2019 | Estate Planning

A conditional gift can be as simple as requiring a beneficiary to reach a certain age before he or she receives a gift from a will or trust.  A conditional gift such as this can be important to ensure a young beneficiary has obtained a proper level of financial...

Domestic Asset Protection Trusts: Connecticut Enters the Playing Field

On behalf of Moses Estate Planning | Nov 4, 2019 | Estate Planning

As domestic self-settled spendthrift trusts (AKA Domestic Asset Protection Trusts, or DAPTs) become more popular as asset protection structures for those with increased assets or exposure to liability generally, more states are hopping on the band wagon and enacting...

Incorporating Crypto and Electronic Assets into your Estate Plan:

On behalf of Moses Estate Planning | Aug 26, 2019 | Estate Planning

 At the end of the day, the Executor or Trustee of your estate is going to need to know what asset you have, and more importantly, how to access these assets. Because Crypto and other electronic assets typically involve crypto keys, it is very important that you make...

Revocable Living Trusts and the Trustee: Who Should I Pick as Successor Trustee?

On behalf of Moses Estate Planning | May 10, 2019 | Estate Planning

The Trustee of a Trust is the person in charge, the manager, the mover and shaker when it comes to fulfilling the intent of the Trust. The Settlors (those creating the Revocable Living Trust) will need to consider and ultimately pick who will be the Trustee of their...

Estate Planning and Tax Practitioners Beware! IRS Offshore Trust Compliance Approaches.

On behalf of Moses Estate Planning | Mar 11, 2019 | Estate Planning

A kind reminder to fellow Estate Planning and Tax practitioners that March 15th is the deadline for filing IRS Form 3520-A, the Annual Information Return of Foreign Trusts with a U.S. Owner (or filing an extension via form 7004). The IRS requires the 3520-A to be...

Do I need a Revocable Living Trust or a Will? Key Advantages and Disadvantages of both.

On behalf of Moses Estate Planning | Mar 8, 2019 | Estate Planning

In a nutshell, wills are simpler, shorter, and often times less costly. A properly drafted Will allows you to pick the beneficiaries you want to inherit your property at your death. However, a Will still has to run through the Probate system, which can cost time and...

Recent Posts

  • What is a Gun Trust and Do I Need One?
  • 5 Reasons Estate Planning Can’t Wait
  • Four Reasons Your Will May Be Contested in Court
  • Don’t Risk it: Protect Your Finances From Coronavirus Complications
  • Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

Archives

  • October 2020
  • May 2020
  • April 2020
  • January 2020
  • November 2019
  • August 2019
  • May 2019
  • March 2019

Categories

  • Estate Planning
  • Finances
  • Firm News
  • Trusts

RSS Feed

Subscribe To This Blog’s Feed

Schedule
A Free Consult

 Moses Estate Planning logo

2425 Olympic Blvd.
Suite 4000W
Santa Monica, CA 90404

Map and directions

2115 E. Sherman Ave
Suite 210
Coeur d'Alene, ID 83814

Map and directions
  • Follow
  • Follow
REVIEW US

© 2019 Moses Estate Planning. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters