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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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    Your Estate Planning Binder: Tips for Proper Care and Maintenance

    Your Estate Planning Binder: Tips for Proper Care and Maintenance

    You finally crossed “getting your estate plan done” off your list, and you’ve (rightly) breathed a huge sigh of relief. By tackling this challenge, you’ve not only established protections for your loved ones and legacy, but you’ve also freed up some important “mental space” that had previously been preoccupied. Once you create the documents that make up your estate plan, your estate planning attorney will prepare a binder containing all pertinent documentation. This estate pl
    Money Isn’t Everything in Estate Planning - 
How to Pass Your Stories and Values to the Future Gener

    Money Isn’t Everything in Estate Planning - How to Pass Your Stories and Values to the Future Gener

    Money may be the most talked about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the line. Reinforcement of family traditions can be built into your estate plan alongside your wishes regarding your money, property, and belongings. After all, what really makes a family a family is its values and traditions — not the way its finances read on paper. It's an excellent idea to hold a family meetin
     

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