Post-Honeymoon Legal Checklist Corona Estate Planning Attorney Joseph Hudack loves to assist newlyweds. Your dream wedding is over, and the day was perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest…
Legal Affairs Checklist Corona estate planning lawyer Joseph Hudack knows that with the fall season approaching, it’s an excellent time to review your affairs. Below is a legal affairs checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable…
If You’ve Lent Money to Family Corona estate planning attorney Joseph Hudack has observed that many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents. Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your…
My Annuity and Estate Planning Corona estate planning attorney Joseph Hudack says that selecting the correct type of annuity for yourself is no small feat. Of course, you’ve researched and planned with your financial advisors. But you might still wonder what happens to those annuity payments upon your death. Does my annuity fit into my…
Small Business Owner? Corona estate planning attorney Joseph Hudack knows that preparing your company for your incapacity or death is vital to the survival of the enterprise. Otherwise, your business will be disrupted, harming your customers, employees, vendors, and ultimately, your family. For this reason, proactive financial planning — including your business and your estate…
Choose a Guardian for Yourself Corona Estate Planning Attorney Joseph Hudack knows that every day we make hundreds of decisions from what to eat for breakfast to where we go on vacation. With each passing day, there are more choices to be made. But, what will happen if you can’t make decisions for yourself? Before…
Choose a Trustee Corona Estate Planning Attorney Joseph Hudack says that when you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your…
Do It Now Corona Estate Planning Attorney Joseph Hudack knows that it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you – your…
Pick A Trustee, Executor, and Agent Under a Power of Attorney Corona Estate Planning Attorney Joseph Hudack says that while the term “fiduciary” has a long legal history, according to estate planning attorney Joseph Hudack, it often refers to someone who has a legal obligation to act in another person’s best interests. Fiduciaries include people…
Make a Successful Gift to Your Children Corona Estate Planning Attorney Joseph Hudack. What constitutes a “large” gift can be relative. That being said, if you are considering giving cash or property to someone, a little bit of planning can help avoid negative consequences. This is particularly true if the gifted amounts are over $15,000.00,…