Trust Funding

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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Living Trusts and Refinancing

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

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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.

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Putting Bank Accounts Into a Trust, or Not?

Know when and why it is best to title your bank accounts inside your living trust so you can make the best decision for yourself.

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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...

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Will or Trust? Which is better?

You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you...

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What is an Irrevocable Life Insurance Trust?

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an...

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Should I Create My Will Online?

More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...

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Estate Planning Review for 2019

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...

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Should I Have a Trust?

Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...

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Six Common Estate Planning Mistakes That You Can Avoid

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...

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