The Evolution of Kaiser Law Group

WOW! I can’t believe I just celebrated my (lucky) 13th-year anniversary with the firm in August. Not many employees today can say that they have been with the same employer for that long.  Studies say that most employees in 2019 stay at an employer for 3.2 years.  Yikes, I would be on my 4th employer by now!! I remember first getting

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Five Reasons to Embrace the Emotional Side of Estate Planning

As we are enjoying these last few days and weeks of summer, perhaps travelling or spending time at the beach, is it possible that estate planning isn’t the first thing on our minds? ? When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning

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couple reviewing finances

Discretionary / Continuing Trusts – How to Protect Beneficiaries and Their Inheritance from Bad Decisions, Divorce or Outside Influences

Although leaving your hard-earned assets outright to your adult children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution for the beneficiaries, this scheme will make their inheritance easier prey for creditors, predators (e.g. lawsuits), and divorcing spouses.  Instead, consider using discretionary trusts (aka continuing trusts) for the benefit of each of

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Pirate treasure chest full of jewelery

Successful Trust Administration – A Map for Your Treasure

I’m an Estate Planning paralegal with a focus on Trust Administration.  Trust administration is the process of carrying out the terms and wishes of the creators of the trust because something has happened to them – such as incapacity or their passing away.  Unfortunately, in all the years that I have been a Trust Administration Paralegal, I have never run into

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What Does an Estate Planning Paralegal Do? Google It.

My guess is when you searched Google on what exactly Estate Planning Paralegals do, your search provided a very ordinary, solid, routine list of tasks. Estate Planning Paralegals support the attorney by talking and meeting with clients. Estate Planning Paralegals also prepare drafts of trusts, wills and other estate planning documents. I have been working as an Estate Planning Paralegal for

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Three Legal Strategies When Facing A Major Health Event

I started writing this blog post a couple of months ago before the health issue that I’ve been dealing with for a few decades became a more near-term focus. I hope that it can be helpful to our clients and friends who have faced or are facing personal or family health issues of their own. I have a kidney disease known

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Smiling businesswoman communicating on smart phone at office

Excellent Customer Service. Is It Still Important?

Whatever type of business you have, customer service will always be important. How does it feel when you call a business and they remember who you are? It feels awesome, right?  It is like when Norm (from the 1980’s sitcom “Cheers”) walks into the bar and what happens…wait for it………. Everyone yells, “NORM!”  It feels like home and you are important. 

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Four Easy to Avoid Mistakes People Make at Tax Time

It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as with anything in life, the more

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Four Common Myths about Estate Planning

1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the case. To make sure your spouse can indeed make important medical decisions on your behalf, you should sign a durable power of attorney and a medical advance directive. 2) Myth: I’ve told my family how I want

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windows skyscraper business reflect office, Corporate building

How Is a Corporate Trustee Different?

In its simplest terms, a trust is a legal arrangement in which a trustee holds and manages assets for the benefit of one or more beneficiaries. The trustee owns the assets, enters into contracts on behalf of the trust, manages the trust’s investments as its trustee, and follows the trust’s instructions on making distributions. A trustee can be one person, multiple

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