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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- 3 min
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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- 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
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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- 2 min
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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- 4 min
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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