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Gift Planning in Older Age

Gift Planning for Every Age

Gift Planning for Every Age from The Law Offices of David L. Carrier Gift planning – also called “planned giving” – is a great way for individuals to schedule future financial gifts for their loved ones, nonprofits, educational institutions and other organizations. While many give for emotional reasons, gift planning can also provide the giver with financial benefits such as reduced tax rates and a guaranteed source of income. No matter where you...

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The Importance of Trust Reviews

As part of our practice at the Law Offices of David L. Carrier, PC, I meet with over 300 families every year for a “Trust Review”. This includes our past clients that have questions about their Trust documents. Sometimes they need a refresher of how the Trust works or want to make specific changes. I also meet with clients that have a trust drafted by another law firm and they sometimes want a second opinion or have questions how...

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david carrier with christmas guests

Carrier’s Cavalry Celebrate Christmas

The team at the Law Offices of David L. Carrier celebrated a year of growth and achievement at their annual Christmas Party. Over 50 team members enjoyed a wonderful lunch at Thousand Oaks Country Club. The event was capped off with a Yankee Swap gift exchange. ...

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Responsibilities of an Executor

Responsibilities of an Executor from The Law Offices of David L. Carrier Every estate, whether through a will or a trust, needs an executor or estate administrator to handle the execution of a will or the disbursement of a trust. The job is more complicated than it may initially sound, as there are a lot of loose ends that must be tied up after someone’s passing. The Basic Responsibilities of an Executor Essentially,...

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Thorough Estate Plan

The Consequences of Not Having a Thorough Estate Plan

There’s a common misconception that living trusts are only for wealthy people with lots of assets. Many people also mistakenly think a will is all they need to ensure their end-of-life wishes are satisfactorily executed. Although a will is certainly better than having no plan at all, establishing a trust can minimize the hassle your family faces following your passing.

Reason Your Need Life Insurance

Why Do I Need Life Insurance?

Why Do I Need Life Insurance? from DavidCarrierLaw Life insurance is essentially money paid after your death to the beneficiary you name on your policy. You pay a premium every month to maintain the policy. There are many reasons to have life insurance: Support your family in the event they lose your income stream Pay off debts you may have incurred so your family isn’t stuck paying them in your absence Pay for...

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Choosing a Guardian for Minor Children

Who Should You Name as Conservator and Guardian for Your Minor Children in Your Estate Plan?

Establishing an estate plan is important for everyone, but it can be especially important for parents with young children. No one likes to contemplate the worst-case scenario, but it’s preferable to be prepared for all eventualities. Failing to name a conservator of your estate or guardian for your children in the event of you and your spouses’ death or incapacitation means a government bureaucrat will make the decision for you if the unthinkable were to occur.