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    How Can Life Insurance Be Used In Estate Planning?
    • 5 min

    How Can Life Insurance Be Used In Estate Planning?

    Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...
    36 views
    The Flexible Estate Tax Planning Trust
    • 4 min

    The Flexible Estate Tax Planning Trust

    "In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...
    47 views
    Trusts and the Above 200k Income Problem
    • 2 min

    Trusts and the Above 200k Income Problem

    Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
    103 views
    Estate Tax Reform Missing from Current Plan
    • 2 min

    Estate Tax Reform Missing from Current Plan

    Instead of focusing on estate tax reform, or the "billionaire tax," the current focus proposes increased taxes on incomes over 10 million.
    29 views
    Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year
    • 2 min

    Here We Go Again - Estate Tax Exemption May Be Reduced Come Next Year

    Bill provisions reduce the Estate Tax Exemption from $11.7 Million down to $5 Million adjusted for inflation. effective next year.
    53 views
    Who Should Have a Copy of My Trust?
    • 4 min

    Who Should Have a Copy of My Trust?

    Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.
    191 views
    How Biden's New Proposed Tax Plan Affects Estate Planning
    • 3 min

    How Biden's New Proposed Tax Plan Affects Estate Planning

    Biden's American Families Plan did not include provisions to expand estate taxes, and instead focused on capital gains.
    317 views
    What Happens to My Mortgage When I Die?
    • 2 min

    What Happens to My Mortgage When I Die?

    When a family member inherits a deceased person's home, they typically have rights and options relating to the existing mortgage.
    420 views
    You've Signed Your Trust, Now What?
    • 5 min

    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.
    489 views
    Moving Over 55? The Silver Lining of Prop 19
    • 3 min

    Moving Over 55? The Silver Lining of Prop 19

    There has been a lot of talk lately about estate planning with California real estate after the passage of Prop 19, with the focus being...
    494 views
    How Prop 19 Changes Estate Planning
    • 3 min

    How Prop 19 Changes Estate Planning

    Prop 19 has significantly narrowed the parent-child exclusion. Consider Making Transfers of California Real Estate by February 15, 2021.
    605 views
    Election Result Could Warrant Making Gifts Now Instead of at Death
    • 4 min

    Election Result Could Warrant Making Gifts Now Instead of at Death

    People are eager to look into ways to gift away assets now, taking advantage of the current gift and estate tax exemption.
    258 views
    New Law Increases Asset Protection for California Homeowners
    • 4 min

    New Law Increases Asset Protection for California Homeowners

    California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....
    195 views
    Can a Living Trust be Electronically Signed and Remotely Notarized?
    • 7 min

    Can a Living Trust be Electronically Signed and Remotely Notarized?

    The COVID 19 pandemic has created a perfect storm. On one hand, the demand for trust and estate planning has surged. It seems as though...
    1,033 views
    Choosing Successor Trustees
    • 5 min

    Choosing Successor Trustees

    Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.
    34 views
    Living Trusts and Refinancing
    • 4 min

    Living Trusts and Refinancing

    Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.
    198 views
    The Shift to Virtual Estate Planning
    • 8 min

    The Shift to Virtual Estate Planning

    A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).
    127 views
    How Much Does a Living Trust Cost?
    • 6 min

    How Much Does a Living Trust Cost?

    A clear and transparent discussion of living trust cost in California, and the options available to create one.
    403 views
    Thinking About Estate Planning Lately? You're Not Alone
    • 4 min

    Thinking About Estate Planning Lately? You're Not Alone

    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.
    56 views
    Putting Bank Accounts Into a Trust, or Not?
    • 3 min

    Putting Bank Accounts Into a Trust, or Not?

    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.
    295 views
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    Contact Us

    You will speak to or hear back from Brian personally.

    Address

    4695 Chabot Drive, Suite 200
    Pleasanton, CA 94588

    Contacts

    (925) 400-7753
    brian@quallslawfirm.com

    Thanks for reaching out! We'll be in touch shortly. 

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