by YALI | Aug 15, 2022 | Estate Planning
Anne Heche’s Passing Actress Anne Heche passed away last week after sustaining critical injuries in a car crash. Heche came to prominence with roles in I Know What You Did Last Summer (1997), Volcano (1997), and Psycho (1998). She is survived by her sons, Homer...
by YALI | Jul 26, 2022 | Estate Planning, Tax Planning
Should I name my trust as the beneficiary of my retirement accounts? In our last post, we discussed the importance of funding your trust and outlined the process for updating various assets. One of the most complicated issues for clients is how to handle retirement...
by YALI | Jul 21, 2022 | Estate Planning
Funding a Revocable Living Trust A revocable living trust is a common and important estate planning tool that allows a person to consolidate ownership of their assets during their lifetime and ensure that they are distributed efficiently per their wishes upon death...
by YALI | Jun 23, 2022 | Estate Planning
What to Think About When Drafting an Advance Directive An advance directive refers to a document or set of documents that allow you to express your healthcare wishes if you were in a circumstance where you could not do so yourself. Types of Advance Directives One...
by YALI | May 30, 2022 | Estate Planning
A previous article discussed the limitations of a will, and what a trust is and how it may better help you achieve your estate planning goals. A common misconception is that only the rich benefit from setting up a revocable living trust. In reality, trust-based estate...
by YALI | May 13, 2022 | Estate Planning, Islamic Estate Planning
This month, Managing Attorney Yaser Ali published his latest article on Islamic estate planning, discussing the creation and design of sharia-compliant estate plans for Muslim clients seeking to integrate unique religious preferences into conventional trust-based...
