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
June 01,2017 Business Continuity Solutions In Case of Death or Incapacitation How does your small business Corporation or LLC pass to your family members upon your death? We have come across […] Read more
May 16,2017 Spring Cleaning: When Can You Purge Your Old Financial Records? Feeling the urge to purge? April 18, 2017, was the deadline for individuals and C corporations to file their federal […] Read more
May 15,2017 Estate Planning for Baby Boomers The boomers are coming! That's the gist of the many reports and news stories that have been published in the […] Read more
May 05,2017 How Much Does It Cost To Set Up a Living Trust? The most common choice you have when setting up an estate plan is the choice between a Will and a […] Read more
May 05,2017 Are All Wills a Matter of Public Record? Your last Will and Testament is essentially your instructions to the Probate Court as to how you would like your […] Read more
May 05,2017 Is a Living Trust a Public Record? This seems to be a very common question. Â Many clients assume that they, are and ask how they are supposed […] Read more
May 05,2017 Are All Grantor Trusts Revocable? Most, but not all grantor trusts are revocable, but all revocable living trusts are grantor trusts. Â Generally speaking, a grantor […] Read more
May 05,2017 Can An Irrevocable Trust Be Amended? One of the defining features of an Irrevocable Trust is that it cannot be amended, either at it’s outset, or […] 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