November 25,2019 What Type of Living Trust Should I Have? One of the key goals of estate and Trust planning is to avoid federal estate taxes. Read more
April 09,2019 Top 5 Mistakes When Naming Beneficiaries of Insurance Policies Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to […] Read more
July 10,2018 Definition of a “Grantor, Settlor, or Trustor” of a Trust Definition of a “Grantor, Settlor, or Trustor” of a Trust These terms are often interchangeable. The Grantor, Settlor, or Trustor […] Read more
July 14,2017 Advanced Estate Planning Information For Caregivers And Surviving Spouses Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […] Read more
July 14,2017 Should You Distribute Your Estate Equally Among Children In Unequal Circumstances? Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […] Read more
June 06,2017 Refinancing Your Home – The Biggest Threat to Your Living Trust Is Your Home Properly Titled to Your Living Trust After You Refinance? For most people their most valuable asset is […] Read more
April 25,2017 Administering an Estate through Probate With or Without a Will Only a Trust Avoids the Probate Process In California, a probate process will need to be initiated in order to […] Read more