» Trusts

Update For Our Clients and Friends

Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California. Read More
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The SECURE Act: New Rules for IRAs

We Can Help You Understand How the New Rules for IRAs Affect You. New rules for IRAs became effective on January 1, 2020. The Act is the most significant legislation affecting IRAs in decades. Read More
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Vacation Checklist: Get Things in Order!

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More
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Choosing Your Successor Trustee

Who should you choose to be your successor trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs.  Eventually, someone else will need to step in when you are no… Read More
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Why You Need a Revocable Trust

Creating a revocable trust gives you flexibility over your assets while you’re alive and also clearly states your intentions should you become incapacitated and unable to manage your affairs, as well as after your death. Read More
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You Just Bought a Home – Make Sure Your Asset Is Protected

Even if you have a will, a house in California usually must go through probate. A trust avoids probate. California probate fees are set by statute and are set according to the value of the house regardless of the amount still owed on the house. Read More
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Transfer On Death or Payable On Death Accounts: Pros and Cons

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More
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Beneficiary Forms and Estate Planning

Are your beneficiary designations consistent with your estate planning wishes? In the event of your untimely death, the manner in which your beneficiaries receive your assets, including life insurance, depends on how your property is titled. Read More
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If you think you don’t need estate planning because you have a mortgage, think again

The value of your house is based on the fair market value, regardless of any amount you owe on the house. Read More
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Why the Best Estate Plan…

Why the Best Estate Plan is a “Process” Rather Than a “Project”

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off… Read More
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