What Does It Mean When Someone Names You As Trustee Of Their Trust?
3 years ago
Distribution of Assets
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
4 years ago
What Important Documents Should You Always Keep Handy?
As estate planning and trust administration attorneys, we run into quite a few issues regularly…
4 years ago
Why Do I Have to File a Probate if My Family Member Had a Trust?
In California, owning assets in a revocable trust enables your family to avoid probate, a…
5 years ago
Sandwich Generation Issues: Avoiding Heartache & Creating a Legacy
Big Three from the Webinar: The “sandwich generation” are people who care for multiple generations…
5 years ago
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
6 years ago
057:Estate Tax Returns: Why You Might Want to File Anyway
Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…
6 years ago