by Jane M. McNamara | Oct 27, 2023 | With Your Family in Mind
Advice Column – The McNamara Law Firm, PC I came across an “advice column” recently in a newspaper. The person seeking advice wrote of a common problem: one spouse understands the need for estate planning, while the other spouse does not. I have taken the idea...
by Jane M. McNamara | Sep 29, 2023 | With Your Family in Mind
Keeping Your Estate Planning Documents Safe and Organized – The McNamara Law Firm Estate plans can be physically bulky, and often consist of numerous documents, including a Trust, Power of Attorney, Advance Healthcare Directive, HIPAA release, and others. For...
by Jane M. McNamara | Aug 24, 2023 | With Your Family in Mind
Death of a Spouse and the House – McNamara Law Firm It is a tragic loss when a spouse passes away. Although the grief is often unbearable, there are legal steps required by the surviving spouse, especially related to real estate. As a coping mechanism, many...
by Jane M. McNamara | Jul 25, 2023 | With Your Family in Mind
An Estate Plan Doesn’t Always Include A Trust – McNamara Law Firm Many people ask me if they need a Trust. My answer: it depends on your circumstances. When determining whether a trust is needed, I ask about assets (is there real estate and how is it titled?),...
by Jane M. McNamara | Jun 27, 2023 | With Your Family in Mind
Trust Accounting: A Requirement of California Trustees – McNamara Law Firm In California, Trustees have an important legal obligation when managing a Trust, called a Trustee Accounting. This is a report that must be given to the Trust beneficiaries, which...
