October 11,2017 The Practicality of Estate Planning You work hard to provide for your family, pay for your child's college tuition, and ensure your family lives a […] Read more
July 25,2017 Challenges Facing Aging Family Members As our senior population grows older, they face unique and complex challenges. Fear of losing control and doubt concerning the […] Read more
July 25,2017 What is Reasonable Compensation for a Trustee to Settle a Trust Estate? In most cases the language in a Trust simply states that the Trustee shall be entitled to “Reasonable Compensation” without […] 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 27,2017 Creating a Trust for the Benefit of Children from a Second Marriage If you are in a second marriage, did you have children from your first marriage? What happens when your spouse […] Read more
June 13,2017 Qualified Domestic Trusts (QDOT) The basic idea of a Qualified Domestic Trust or QDOT (normally built into most revocable living trusts) is to avoid […] 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
March 23,2017 Can a Creditor Go After Non-Probate Assets? When someone dies, one of the first questions that close relatives usually have is whether they are personally responsible to […] Read more
January 05,2017 Common Myths About Do-It-Yourself Estate Planning Some common myths about doing your own Estate Plan. MYTH: I have chosen a godparent for my children, so it is […] Read more