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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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    Can You Bequeath Your Frequent Flyer Miles?

    Can You Bequeath Your Frequent Flyer Miles?

    If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once you’re gone. They could be worth thousands of dollars, so you probably don’t want them to just disappear, but some airline policies say that’s exactly what will happen. The law doesn’t consider airline miles assets that can be bequeathed directly to heirs, but there are still some steps you can take to help ensure your miles live on. It all starts
    Does My Estate Plan Need to Include My Vacation Property?

    Does My Estate Plan Need to Include My Vacation Property?

    Yes! If you own a vacation home, timeshare, investment property, or any other asset outside of the state where you are domiciled you must make sure it’s included in your estate plan. If you fail to include these in your estate plan, or fail to have an estate plan at all, your heirs will encounter issues, and usually the expense and hassle of court costs, when inheriting these assets. Because state laws vary, your principal residence may even be divided one way in your state h
     

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