Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.

Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.

A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).

A clear and transparent discussion of living trust cost in California, and the options available to create one.

Estate planning is top of mind lately. This post explains what the fuss is about and how to get your estate planning crossed off your list.

Know when and why it is best to title your bank accounts inside your living trust so you can make the best decision for yourself.

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.

Although many thought is would pass, Senate Bill 378 will not be appearing on the 2020 ballot. There are currently no California Death Ta...

Estate planning often becomes top of mind when someone is diagnosed with Alzheimer’s or any type of dementia. Over the past year or so, ...

If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have ...

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anyt...

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be m...

Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of ...

Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house re...

There are a number of estate planning strategies that can help preserve your assets, promote the transfer of wealth, and lessen the tax b...

Let’s address the elephant in the room: the word “estate” in planning doesn’t have anything to do with the size of your home. It simply r...

There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning document...

Many of our estate planning clients rely on social security as part of their income. Although we usually think of Social Security in term...

People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a le...