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William Ha

@bitesizedestateplanning

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Note: an outdated trust that is a beneficiary of a retirement account can ruin the RMD schedule. by @bitesizedestateplanning

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24 days ago

Not legal advice, and just for fun. Family dynamics, as you can guess, can be complicated. by @bitesizedestateplanning

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2 months ago

Grantor/Revocable Living Trust and Garn–St. Germain Act. Not legal advice! Ask your attorney! by @bitesizedestateplanning

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3 days ago

by @bitesizedestateplanning

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6 days ago

Plan for many weekends! I actually make no guarantees, but Swedish Death Cleaning is an exercise that will likely make admin things more organized/easier when it’s time. by @bitesizedestateplanning

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7 days ago

Suffice it to say, friendships can be complicated. by @bitesizedestateplanning

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9 days ago

You’ll thank me one day! Not legal advice. by @bitesizedestateplanning

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12 days ago

Are the Precious Moments figurines waiting for you? by @bitesizedestateplanning

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16 days ago

Not legal advice! Not every situation would be a fit for a transfer on death deed, but it is an available tool if your state authorizes it. Check with your own state if this is allowed. A law librarian can help you. by @bitesizedestateplanning

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18 days ago

by @bitesizedestateplanning

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a month ago

When drafting a trust or will, it all comes down to the client intent.

Any resemblance to a real life scenario is by coincidence only, BUT these scenarios are very common. No legal advice! by @bitesizedestateplanning

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a month ago

Sometimes this is how it is. Not legal advice, just info!

IRC 1014 allows a basis adjustment when the property is transfer at death (trust or not, will or not). Adding someone to title while alive will likely mess this up. by @bitesizedestateplanning

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a month ago