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The information and materials on this Web site are provided for general informational purposes only, and are not intended to be legal advice. We attempt to provide quality information, but the law changes frequently, and varies from jurisdiction to jurisdiction. The information and materials provided are general in nature, and may not apply to a specific factual or legal circumstance. An attorney and client relationship should not be implied. Nothing on this Web site is intended to substitute for the advice of an attorney; therefore, if you require legal advice, please consult with a competent attorney licensed to practice in your jurisdiction.
Estate Planning for Millennials
/by David MatineOne of the biggest misconceptions associated with estate planning is that it is only meant for aging adults. And this is borne out in the data that shows only one in five millennials in the US have an estate plan in place. Contrary to what many young people think, estate planning is not meant for […]
Can You Prevent Someone from Contesting Your Will or Trust?
/by Garmo & Garmo, LLPOne of the most commonly asked questions about estate planning in California is whether it is possible to prevent someone from contesting the validity of a will or trust. The short answer is: yes, it is possible – to a certain extent. The No-Contest Clause in Estate Planning Under California law, you have the right […]
What is a Revocable Trust and Do I Need One?
/by Garmo & Garmo, LLPOne of the key responsibilities of life is to ensure that your wealth and assets are securely passed on to your loved ones after you’re no longer there. A revocable trust – sometimes also referred to as a revocable living trust – is an estate planning tool using which you can make sure your assets […]
Estate Planning Essentials for Single Parents
/by Garmo & Garmo, LLPThe importance of estate planning for single parents cannot be overstated at all. As unpleasant as it might be, you need to think about what would happen to your children, who would handle your finances, and who would make decisions on your behalf in the event of your incapacitation or death and plan for it […]
Estate Plans and Divorce
/by Garmo & GarmoGoing through a divorce can be an extremely painful and emotionally exhausting experience. Still, it is important to pull yourself together and do what is necessary, so that you can look forward to a better, brighter future. One of the important steps you need to take after getting a divorce is to revise and update […]
Why Planning for Incapacity Is Essential
/by Garmo & Garmo, LLPHave you ever thought about what would happen if you were to become incapacitated due to an injury or illness? Do you have someone who can make financial and healthcare decisions on your behalf in such a scenario? If you answered ‘no’ to these questions, you are not alone. Data shows that approximately 60% of […]
Do I Need a Trust Amendment or Restatement to Make Changes to My Trust?
/by Garmo & GarmoA living trust is an excellent estate planning tool which ensures your assets are managed, divided, and distributed as per your wishes after your death. It also allows your designated beneficiaries to inherit or receive a share of what is rightfully theirs without having to deal with the probate court. One of the biggest advantages […]
Myths and Facts About Advance Healthcare Directives
/by Garmo & Garmo, LLPHaving an advance healthcare directive in place is the best way to make sure you are treated exactly the way you want to be treated in the event of a critical, incapacitating injury or illness. While a lot of people know what an advance healthcare directive is, data shows that nearly 2/3rd of the adults […]
Estate Planning for Digital Assets
/by Garmo & Garamo, LLPHave you ever thought about what would happen to your digital assets in the event of your death? If you haven’t, you are not alone. When it comes to estate planning, a vast majority of people tend to focus only on their tangible assets and investments. In fact, many people do not even realize that […]
5 Reasons to Create a Dynasty Trust in California
/by Garmo & Garmo, LLPIf you have amassed a substantial amount of wealth and want to make sure your future generations – not just your immediate family – benefit from it, setting up a dynasty trust might be a good option for you. What exactly is a dynasty trust? Why do you need one? These are vital questions to […]