Life insurance is a great tool for estate planning. However, there are nuances that sometimes get overlooked which, if left unchecked,...

Tips on avoiding proposed taxes on income over $200,000 for trusts that that are taxed separately from the trust's grantor/creator.

Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.

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...

Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.

Pleasanton California Living Trust attorney explains what to expect when refinancing trust owned property.

A successful virtual estate planning experience starts with a shift in mindset that in-person service is somehow superior (it isn't).

A clear and transparent discussion of living trust cost in California, and the options available to create one.

There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

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.

The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.

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...

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...

There are a number of issues in that arise for estate planning in second marriages, as discussed in the article “Estate planning...

Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...

Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...

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...

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...