You've Signed Your Trust, Now What?
It is critical that your assets be properly integrated with your living trust. Here's how to do it.
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Pleasanton Estate Planning Lawyer
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- 7 min
Estate Planning After the Secure Act
The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
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- 3 min
Beneficiary Designation Mistakes to Avoid
Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
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- 3 min
Avoiding Probate in California
Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
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- 2 min
How to Incorporate Charitable Giving into an Estate Plan
When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...
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- 3 min
Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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- 3 min
Why Do I Need an Estate Plan?
Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....
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- 3 min
Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
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