Transfer-on-Death

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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Estate Planning with Transfer on Death Accounts

Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to...

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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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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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Estate Planning for New Parents

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...

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How to Talk to Your Parents About Estate Planning

Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...

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What Surviving Spouses Need to Do Immediately

Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...

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