2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

070: Trustee Do’s and Don’ts Part Two

070: Trustee Do’s and Don’ts Part Two

Big Three from Episode #70: If you’re a surviving spouse – talk to your attorney as soon as you can. Don’t forget about official notifications! Did you know that even those who are disinherited have to be notified? If you’re a trustee who has missed something, don’t worry. This is a tough job, and things can be fixed. Time-stamped Show…

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067: Estate Planning Challenges with Real Estate

067: Estate Planning Challenges with Real Estate

Big Three from Episode #067: If you’re including any type of real estate in your estate plan, it’s vital to discuss with your attorney and understand how Prop 19 can impact you and your loved ones.Make sure your children are included in the discussion and planning process.Do not panic. There are workarounds and ways to protect your assets and beneficiaries.…

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