Dudek v. Dudek: Why “Funding” an Irrevocable Life Insurance Trust Still Matters (Even When the Carrier Rejects a Form) – California Legal Guide | CPT Law

Dudek v. Dudek: Why “Funding” an Irrevocable Life Insurance Trust Still Matters (Even When the Carrier Rejects a Form) – California Legal Guide | CPT Law

California Legal Implications: Why “Funding” Your Trust is a Non-Negotiable Step A recent California Court of Appeal case, *Dudek v. Dudek*, provides a powerful lesson on one of the most critical aspects... Read more »
Colorado Brokers Must Use New Form in Latest Push for Disclosure

Colorado Brokers Must Use New Form in Latest Push for Disclosure

Brokers must obtain “informed consent” to share clients’ confidential information after regulators change a long-standing form in Colorado. Brokers in Colorado must now obtain a client’s consent to share certain confidential information... Read more »
How to Fill Out Schedule E Form

How to Fill Out Schedule E Form

If you own rental property or receive royalty income, you need to report it on Schedule E of your Form 1040. Schedule E is used to report income or loss from rental... Read more »
What Is The Simplest Form of A Will? Explained!  

What Is The Simplest Form of A Will? Explained!  

Writing a will is an important process for anyone who has assets. The issue is that individuals often think that it’s not legal to write a simple form of a will without... Read more »