Category Archive: Estate Administration

  • Estate Planning Checklist

    Posted by The Sterling Law Group on August 5th - Estate Administration

    The concept of estate planning involves far more than just you writing a will. You will want to account for every one of your assets and wishes to ensure the execution of a set plan after your death, and you will want the help of a Roseville estate planning attorney from The Sterling Law Group. Know that designating certain beneficiaries on your retirement accounts and completing a transfer on death (TOD) designations on other accounts can help keep your assets from passing under a will. Here are some examples of the types of things you are...

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  • The Settlor of a Trust: What it is and what he/she does

    Posted by The Sterling Law Group on February 11th - Estate Administration

    What is a Trust? A trust is a legal entity that is established under the applicable state law to maintain and preserve property or assets for the sole benefit of beneficiaries designated in the trust. You do not have to be a wealthy person to have or need a trust. Rather, anyone should discuss the possible benefits of a trust with an experienced lawyer.  Trust Settlor The person known as the “settlor” creates the Trust. The settlor appoints someone or an entity to administer and manage the trust assets and investmen...

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  • Who Should You Select as Your POA?

    Posted by The Sterling Law Group on July 20th - Estate Administration

    Selecting someone for your power of attorney is a critical decision to make, and you must get it right. Here are some qualities that the person should have to be your POA, and you can discuss these with an estate attorney in Roseville, CA. When you are giving someone power of attorney, you are placing a significant amount of trust in that person. After all, this is the individual who you are designating to make what could be critical financial and healthcare decisions on your behalf. Here is what you should consider about the person you choos...

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