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LAW OFFICE OF E.D. MEDINA

Estate Planning and Trust Administration

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    How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

    How to Pick a Trustee, Executor, and Agent Under a Power of Attorney

    Is a Financial Plan Enough?Why Experts Say You Need an Estate Plan, Too

    Is a Financial Plan Enough?Why Experts Say You Need an Estate Plan, Too

    The Difference b/w Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

    The Difference b/w Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both

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    The Perils of Joint Property

    The Perils of Joint Property

    People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property without it having to go through probate. Joint property is all perceived to be easy to setup since it can be done at the bank when opening an account or title company when buying real estate. That's all well and good, but joint ownership can also cause unint
    Estate Planning: Why Me, Why Now, and Is a Will Enough?

    Estate Planning: Why Me, Why Now, and Is a Will Enough?

    You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate planning” sounds like something you should do, but you are not exactly sure why. You may feel that you are not wealthy enough or not old enough to bother or care. Or you may already have a Will and feel that you are all set on that front. Whatever your current position, consider these common misconceptions about estate planning: 1. Estate pl
     

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