What Type of Living Trust Should I Have?
One of the key goals of estate and Trust planning is to avoid federal estate taxes.
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 […]
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 […]
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. […]
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 […]
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 […]
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 […]