How Do I Choose My Successor Trustee?
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One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
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Choosing Successor Trustees
Choosing successor Trustees is one of the key decisions made when establishing a Living Trust. Consider these factors to choose wisely.
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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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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.
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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...
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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...
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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...
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Trust Attorney Explains the Various Types of Trusts
There are several different kinds of trusts that a trust attorney may use to accomplish a wide variety of purposes in creating an estate...
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Estate Planning Should Include Your Passwords
With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
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Using Special Needs Trusts in Estate Planning
Estate planning is crucial for a family with a special needs child, who may benefit greatly from a special needs trust to supplement...
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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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Inheritance Trusts Protect Children and Give You Control
Inheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
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Responsibilities of a Financial Power of Attorney
The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
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Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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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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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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What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
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