Five-twenty—what?? 529 college savings plan .

Jun 7, 2013 / By: Rochelle Falk, Marketing & Client Relations Director

Category: 529 Plan, College

Five-twenty—what?? 529 college savings plan . . . and other estate planning strategies to plan for children’s education. I ran across this article and thought it was worth sharing. http://finance.yahoo.com/news/college-saving-plan-still-eludes-121035902.html You may know what a...

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DO YOU ACTUALLY OWN THE THINGS THAT YOU’RE GIVING AWAY

Jun 3, 2013 / By: Lisa Kajani, Attorney at Law

Category: Auctions, beneficiary, Kobe Bryant

I recently read an article in the Los Angeles Times  (http://articles.latimes.com/2013/may/04/sports/la-sp-kobe-mother-lawsuit-20130504) about Kobe Bryant being involved in a legal battle with his mother over some old memorabilia from Kobe’s high school and early Laker days. ...

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WHEN (IF??) TO TALK TO YOUR CHILDREN ABOUT THEIR INHERITANCE

May 29, 2013 / By: Lisa Kajani, Attorney at Law

Category: Children, Inheritance

Many of our clients are so relieved to have finalized their estate plan that once they leave our office, they don’t even want to think about it for a period of time, if ever, again. ...

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Summer Vacation

May 24, 2013 / By: Heather Russell

Category: Children, Guardians, Summer Vacation

Are we ready for some fun in the sun? As families start to plan their summer vacation there are so many things to do: book flights, reserve hotel rooms, find fun activities for the whole...

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Client Confidentiality:

May 22, 2013 / By: Jayashree Kathardekar, paralegal

Category: Authorization, Confidentiality

We at Falk, Cornell and Associates, take the confidentiality of our clients very seriously.  If a family member, friend or financial advisor calls this office requesting information about your estate plan we do not provide...

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Spring is here!!

May 17, 2013 / By: Heather Russell

Category: Estate Planning, Guardians, Spring

I love to see the flowers bloom, and the smell of fresh cut grass; that’s when you know it’s really spring. Spring is also the time when some families start to plan for their summer...

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“Also Known As” (AKA)

May 14, 2013 / By: Jayashree Kathardekar, paralegal

Category: "Also Known As" (AKA), Notaries

Notaries are required to follow strict laws when notarizing documents for someone. As a notary it is very difficult when individuals sign with a name different than the name on their current government issued ID. ...

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How can I execute a document when I don’t understand the terminology?

May 7, 2013 / By: Jenna Gimarelli

Category: Amendment, Assets, executor, Trustee, Trustor

Sometimes we forget that while on a day-to-day basis we work with estate planning, most people aren’t exposed to estate planning terminology and do not fully understand the difference between a trustor and trustee or...

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I’m 30 … I’m not dying anytime soon. Why do I need an estate plan?

May 1, 2013 / By: Kim Thomas, paralegal

Category: Estate Planning, General

I turned 30 last year and like most people my age, it still seems like we have a whole lifetime ahead of us. Some of us that have attained graduate degrees are just really beginning...

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AS YOUR LIFE CHANGES, KEEP AN EYE ON YOUR BENEFICIARY DESIGNATIONS

Apr 16, 2013 / By: Lisa Kajani, Attorney at Law

Category: Assets, Beneficiary Designated Accounts

Many of our clients have been clients for many years, and during that time, we have seen many changes in their lives.  Some of the changes are joyful –clients marry; children and grandchildren – even...

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