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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
    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
    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
    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
    Signing Estate Planning Documents During COVID-19
    • 5 min

    Signing Estate Planning Documents During COVID-19

    There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.
    272 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
    Estate Planning After the Secure Act
    • 7 min

    Estate Planning After the Secure Act

    The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
    261 views
    Discussing Estate Planning Over Thanksgiving
    • 3 min

    Discussing Estate Planning Over Thanksgiving

    Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
    12 views
    Living Will vs Living Trust
    • 2 min

    Living 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.
    29 views
    No-Contest Clauses in California
    • 3 min

    No-Contest Clauses in California

    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...
    349 views
    Differences Between a Will and a Living Trust
    • 3 min

    Differences Between a Will and a Living Trust

    There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...
    14 views
    Estate Planning for Second Marriages (and Beyond)
    • 3 min

    Estate 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...
    7 views
    How Do Living Trusts Work?
    • 2 min

    How 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...
    7 views
    Reasons for a Spendthrift Trust? Think Asset Protection.
    • 3 min

    Reasons 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...
    19 views
    How to Choose a Guardian for your Kids
    • 2 min

    How to Choose a Guardian for your Kids

    I’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...
    12 views
    Why I Chose Not to Blog This Week
    • 2 min

    Why I Chose Not to Blog This Week

    I’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...
    8 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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