Noelle practices Estate Planning, Probate and Trust Administration. She is admitted to CA State Bar
Estate Planning For Parents & Kids
By making proactive decisions and taking necessary legal steps, parents can create a solid foundation that safeguards their children's well-being and financial stability.
Watch full episode here - https://lnkd.in/gq-Sehex
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Are you or someone you know a Successor Trustee? Where do you even begin? Here are 10 things to help get you started!
6/16/2023 By Noelle Bryce Ten Things Every Trustee of a Trust Needs to Know Trusts are a common tool for estate planning and wealth transfer, and being a trustee is an important responsibility. As a trustee, you are responsible for managing the assets in the trust and ensuring that they are used to
Types Of Estate Plans
In this episode I reveal the different types of estate plans and why you must get this right.
You don’t have to be a millionaire to need an estate plan. If you own a house, rental property, other assets or have children - then you need to get your planning in order.
This episode is a great value-add for anyone working with clients. Think financial planners, CPA’s, mortgage brokers - you will walk away with some useful nuggets.
Check out full episode here -
Top attorney Noelle Bryce will reveal the different types of estate plans and why you must get this right.You don’t have to be a millionaire to need an estat...
The Recipe for a Secure Estate and Business Succession Plan
End of Life Preplanning: Estate Planning & Coffin Building, A Perfect Match
When settlor's time has come to pass,
The trust's fate rests on documents cast.
A trustee named to oversee,
To manage assets as they please.
If trust is revocable, it's set,
To become irrevocable, no regrets.
But if already fixed and sure,
Assets managed as before.
The beneficiaries wait with bated breath,
For assets to be distributed with deft.
As per the settlor's final will,
The trust's legacy lives on still.
(Thanks ChatGPT, I really wish I could make Estate Planning this poetic!)
Valuing your business before an exit strategy is critical but so is proper succession planning. Learn more about valuation below. Just remember that succession planning is just as foundational as growing your business.
It depends on your business model and your industry.
Having a trust gives you control over your wealth, even if you are of modest means!
A trust fund can ensure your loved ones are taken care of, and that taxes don't cut into the assets you've passed down. Learn more about trust funds, how they work, and the benefits of setting one up here.
It takes careful & thoughtful preplanning to avoid family trauma after death.
Two-thirds of U.S. adults have no will, and their dying intestate has serious implications for grieving family members and other potential heirs.
Trust Administration? What is it and why do you need an attorney to help?
Don't get caught NOT having a living trust in place or updated.Everyone has some sort of an estate to handle and YOU have a choice.Either you step in and tak...
Come join me as I present this week! You won't want to miss this networking opportunity.
Thankful Chad's family didn't fight over money. They are an exception to the norm. Reduce family conflict and get your estate plan in order. I'm happy to help and answer your questions.
Without a will, many families usually fall out over their dead relatives’ assets — no matter how small or large.
Considering putting these items in your safe deposit box? Let's see if you should...
Safe deposit boxes can be a helpful resource in preventing the loss or theft of items that hold immense value or are difficult to replace, but they're not well suited for storing every kind of assets. Here's a list of the 11 items you should never put in a safe deposit box.
Thank you, Brian !
Blessings in your new year! Make Estate Planning a commitment this year. Schedule time with me in January & receive a $222 credit.
Wealthy or not, Estate Planning is a MUST! Look at what happened to Aretha Franklin's estate!
Aretha had three hand-written, inconsistent Wills and a fourth typed draft Will and family members are fighting, family secrets revealed.
If you have a growing family, don't wait for a rainy day or a muddy day to realize your family needed an estate plan. You won't know you needed important documents completed until it may be too late to create them. Estate planning is just like emergency preparedness. Talk with your trusted advisor today!
Is your adult child graduating? Are they now over 18 and potentially living away from home?
Adult children should absolutely prepare their Advance Healthcare Directive and Power of Attorney for Financial Management. Why? Because it is not guaranteed that parents can act on their behalf or access their medical records. When this is most needed, you will realize you failed to plan.
Don't delay having these conversations with your adult children and preparing these two important documents!
CA Home Owners: There is still little to no clarity regarding property reassessment exclusion on inheritance/gifting of the family home if transferred to more than one child under Prop 19! Make sure to stay in touch with your Estate Planning attorney to make necessary updates to your estate plan.
When you hear the word "inheritance" it should make you think "peaceful legacy", not family conflict or estranged siblings.
An excellent Trusts and Estates attorney should help you and your family keep the peace. Anticipating future family problems is one way to keep the peace but this is only a mental exercise. Rather, you should use the appropriate estate planning tools to achieve peaceful wealth transfer. Talk to an attorney about what is right for your family. Do not settle for a cookie-cutter answer!
January of 2021 is gone! Just like that, we enter into a new month where life is constantly changing.
A major life event or life change calls for a review of your estate plan. Much like a major change in your health calls for a doctor's visit. Do not neglect planning for what's to come. You don't have to fear the process or let it cause you overwhelm. Talk to an experienced trusts and estates attorney who can do the heavy lifting for you.
Stay safe and be well.
What an eventful year this has been! Happy Holidays!
Refinanced your home recently?
I have seen so many refinanced homes not transferred back into the family trust! Do not let this happen to you.
What's the best gift you want to receive this 2020 Holiday Season? I have been able to provide countless families with the peace of mind they deserve, and that truly is the best family gift!
Just last week, my client was so thankful that I brought peace to their family situation. My client shared how no one in the family was ready or willing to have an end-of-life discussion with the matriarch of the family. After talking to me, the matriarch expressed her wishes clearly and has confidence knowing her wishes will be carried out. Now too, her family feels comfort and certainty knowing the matriarch's preferences.
I anticipate this Holiday Season to be just a little less stressful for this family. That's a win for me!
When you have a life insurance policy but expect a minor to be the main or contingent beneficiary of the death benefit, things can get pretty complicated for the minor to receive that money.
Setting up a trust is the best way to ensure the death benefit gets to your minor beneficiaries under your conditions.
What you can do: Name the trust as the beneficiary so the money is managed according to your chosen trust provisions. That is a win!
Are you a California homeowner?! If you haven't heard, you should be happy to know that as of January 1, 2021, the homestead exemption will be a baseline of $300,000.
This doesn't remove the need to have proper Estate Planning and Asset Protection to reduce asset exposure to liability. However, now you can protect more of your home's value from creditors!
Two thirds of Americans will need help with activities of daily living at some point. Long-term care planning can help you be prepared for when that time comes. Check out our list of resources intended to assist individuals in planning for their current and/or future long-term care needs: http://ow.ly/jxTf50Bqz1g.
My wish for you during these times of civil unrest.
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