5 minHow 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,...
2 minTrusts and the Above 200k Income ProblemTips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.
4 minWho 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.
7 minCan 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...
5 minChoosing Successor TrusteesChoosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.
4 minLiving Trusts and Refinancing Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.
8 minThe Shift to Virtual Estate PlanningA successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).
6 minHow Much Does a Living Trust Cost?A clear and transparent discussion of living trust cost in California, and the options available to create one.
5 minSigning Estate Planning Documents During COVID-19There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.
4 minThinking 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.
7 minEstate Planning After the Secure ActThe Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
3 minDiscussing Estate Planning Over Thanksgiving Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
2 minLiving Will vs Living Trust A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.
3 minNo-Contest Clauses in CaliforniaWe 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...
3 minDifferences Between a Will and a Living TrustThere are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...
3 minEstate Planning for Second Marriages (and Beyond)There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning...
2 minHow Do Living Trusts Work?Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
3 minReasons for a Spendthrift Trust? Think Asset Protection.Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
2 minHow to Choose a Guardian for your KidsI’ll admit, deciding how to choose a guardian for your kids isn’t a lot of fun. Who wants to think about a situation where their young...
2 minWhy I Chose Not to Blog This WeekI’ve been posting at least 2 articles per week all year. This week however, I have taken an intentional break. Here’s why: I’ve dedicated...