Estate Planning
Matthew Tuller
Protecting Your Child’s Inheritance

Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost-effective options are available to protect one’s children’s inheritance from a spouse in the event of untrustworthiness or divorce. Thankfully, there are many ways to structure your child’s inheritance to help ensure it will remain in the family for future generations. Here are a few available options.

Estate Plan, Estate Laws in California, Estate Planning
Matthew Tuller
Free Advance Health Care Directive for Your Bay ...

To help you during this difficult time, we drafted this Advance Health Care Directive template modeled after that California Probate Code Section 4701. This allows you to specify your wishes as to future medical decisions. After completing the Health Care Power of Attorney form, print and sign before a notary public.

Free Advance Health Care Directive for Your Bay Area Estate Plan
Estate Planning
Matthew Tuller
Get the Most Out of Working with Your Attorney

When you hire an attorney for estate planning, help with a loved one’s estate, or other legal matter you want to make sure that the work gets done as quickly as possible and at the best possible value.  Here are some tips to have the most useful and value-oriented law firm experience.

Matthew Tuller
6 Life Events That Require An Immediate Estate ...
6 Life Events That Require An Immediate Estate Plan Update

Nonea. Asset Protection

Here’s How to Protect Yourself After Fifty (50)

In 2008, the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared the third week in October “National Estate Planning Awareness Week.”  This year National Estate Planning Awareness Week falls on October 19 through 25.

 What is the Purpose of National Estate Planning Awareness Week?

 Americans face many challenges with regard to saving, investing, and planning for their financial futures.  For example:

  1.  The majority of Americans over age 65 are totally dependent on their Social Security checks. With proper knowledge and planning, future generations can have a more secure retirement. An estate planning attorney and financial advisor can work with you to develop a plan to achieving a secure retirement.

  2.  An estimated 56% of Americans do not have an estate plan, making estate planning one of the most overlooked areas of personal financial management.  Don’t wait until a crisis happens - planning now can minimize fees and avoid potentially costly probate or guardianship court proceedings. A well-designed estate plan can also protect you in the event of sickness or disability by giving your family (or another trusted person) the authority to manage your bills and investments. You can also use your plan to protect special needs children, provide for your long-term care needs, and minimize income taxes on the distribution of retirement assets. 

  3.  Many mistakenly believe that since they are not “rich” they do not need a financial plan or an estate plan. This attitude is harmful in the long run and can be avoided by working with a proactive estate planning attorney and financial advisor.

 With these issues in mind, National Estate Planning Awareness Week was created to help Americans understand what estate planning is, why they need to do it, and how they can assemble a qualified team of professionals to assist in this important process.

 If you want to ensure that your family is cared for, please click here to schedule your complimentary Estate Planning Strategy Call with San Francisco’s premier estate planning attorney, Matthew J. Tuller.