» Updating Your Estate Plan

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…

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.

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.

What Happens to Your Business When You're Gone

Preparing your small business for your incapacity or death is vital to the survival of the enterprise. Proactive financial planning -- including your business and your estate plan -- is key.

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.

Who should I pick to be successor trustee?

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job.

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.
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…

Which Life Events Require an Immediate Estate Plan Update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed o…

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