One of the key goals of estate and Trust planning is to avoid federal estate taxes.
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 These terms are often interchangeable. The Grantor, Settlor, or Trustor […]
Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […]
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […]
Is Your Home Properly Titled to Your Living Trust After You Refinance? For most people their most valuable asset is […]
Only a Trust Avoids the Probate Process In California, a probate process will need to be initiated in order to […]