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September 2017 Archives

Reducing the risks involved with administering trusts

In California, more and more people are choosing to set up trusts as part of their estate plans. Today, many new types of trusts are available, and they are much more complex. Modern trusts may have portfolios that include far more than the traditional stocks, bonds and real estate. Some trusts might include businesses, collectibles, art, commodities and minerals. With more diversified portfolios, these trusts are extremely difficult to administer.

Different trust assets can raise different issues

Among the tools individuals sometimes use in estate planning and other types of planning are trusts. One of the ways trusts vary from one another is in what assets they contain. There are a range of different types of assets a person could opt to put into a trust.

How Social Security disability claims are processed

California residents who can no longer work due to a medical condition may be entitled to Social Security Disability benefits. But understanding if an illness, injury or simply old age makes someone entitled to payments can be confusing. The Social Security Administration uses a procedure to determine if a person is entitled to payment of benefits that involves certain criteria.

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