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Worried your children will be unmotivated after receiving an inheritance? Thousand Oaks Trust Lawyers encourage parents to consider this estate planning tool.

Self-made billionaire Warren Buffet once famously said, “Leave your children enough money so they can do anything, but not enough that they don't have to do anything.” Commodore Vanderbilt's grandson, [...]

2020-04-24T17:45:12+00:00April 30, 2020|Estate Planning, Trusts|0 Comments

Westlake Village Estate Attorneys: 3 Ways Your Child’s Spouse Can End Up with the Family’s Money

Westlake Village estate attorneys know that it’s not inherently bad if your son-in-law or daughter-in-law receives your child’s inheritance. After all, he or she is part of the family. Ideally, [...]

2020-04-08T18:50:30+00:00April 8, 2020|Estate Planning, Trusts|0 Comments

Westlake Village Estate Planning Attorney Explains 3 Things You Can Do When You Inherit Your Parent’s House

When a home is passed on to adult children after the death of a parent, there are three typical paths that beneficiaries can choose: move into the house, sell the [...]

2020-02-27T19:24:12+00:00February 28, 2020|Estate Planning|0 Comments

Westlake Village Estate Planning Lawyer: How to Leave Money or Property to Minor Children

Estate planning for a married couple is often pretty straightforward: you leave all of your property and money to your spouse who also takes care of the minor children. But [...]

2019-10-29T16:27:00+00:00October 22, 2019|Estate Planning|0 Comments

DNA Tests, Ancestry Accounts, and Planning for Unexpected Relatives in Your Ventura County Estate Plan

Modern technology has put research tools once only available to professionals in the hands of everyday people. With nothing more than access to the internet, we can trace our family [...]

2019-10-29T16:35:05+00:00October 15, 2019|Estate Planning|0 Comments

Thousand Oaks Trust Lawyer: How to Protect an Inheritance for a Loved One Battling Bipolar Disorder

As a Thousand Oaks trust lawyer, I am often asked by parents if it is possible to protect an inheritance for an adult child who battles Bipolar Disorder. Unfortunately, one of the hallmarks of the condition is excessive financial spending while in the mania phase of the disease. Parents often worry that if they leave an inheritance outright to their adult child that it will be lost or squandered quickly, and that mom or dad will no longer be around to help deal with the fallout of such spending.

2019-09-17T15:11:11+00:00September 20, 2019|Estate Planning, Special Needs Planning|0 Comments
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