Distribution of Assets

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Community
• Distribution of Assets
• Estate Administration
• Estate Planning
• Inheritance
• Prenuptial Agreement
• Succession Planning

How to Protect Separate Property in Estate Planning

How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…

• Asset Protection
• Beneficiaries
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Planning
• Family Transition
• Inheritance
• Irrevocable Trust
• Mortgage
• Real Estate
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

Issues Arising From Assets Titled in One Spouse’s Name Alone

Many people believe that everything automatically passes to their spouse upon their death, regardless of…

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Planning
• Estate Taxes
• Finances
• Funeral Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Mortgage
• Mortgage Rates
• Property Tax
• Property Taxes
• Real Estate
• Real Estate Transaction
• Resolution
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

Common Issues That Arise in Administering a Trust That Holds Real Property: Part I

Real property is often the most complicated trust asset for trustees to manage. Trustees often…

• Asset Protection
• Beneficiaries
• Decision-Making
• Digital Assets
• Distribution of Assets
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Taxes
• Finances
• Inheritance
• Irrevocable Trust
• Life Transitions
• Personal Care
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Wills

What Does It Mean When Someone Names You As Trustee Of Their Trust?

• Adoption
• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Birth Certificate
• Blended Family
• Burial
• Care Decisions
• Decision-Making
• Digital Assets
• Distribution of Assets
• Emergency Planning
• End of Life Option
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Estate Recovery
• Estate Return
• Estate Taxes
• Family Transition
• Finances
• Financial Advisor
• Financial Planner
• Financial Planning
• Financial Transitions
• Funeral Planning
• Inheritance
• Insurance
• Power of Attorney
• Resolution
• Resources
• Succession Planning
• Surviving Spouse
• Uncategorized
• Wills

Potential Estate Plan Issues Arising from Bonus Children

Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…

• Asset Protection
• Baby Boomers
• Beneficiaries
• Distribution of Assets
• Elder Law
• Emergency Planning
• Estate Administration
• Estate Organizer
• Estate Organizing
• Estate Planning
• Family Transition
• Finances
• Financial Planning
• Financial Transitions
• Foundation For Aging
• Incapacity Planning
• Inheritance
• Irrevocable Trust
• Legacy Giving
• Legacy Planning
• Life Transitions
• Loans to Irrevocable Trusts
• Probate
• Probate Administration
• Trust Administration
• Trust Amendment
• Trust Bank Accounts
• Trusts
• Uncategorized
• Wills

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…

• Advance Directives
• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Distribution of Assets
• Estate Administration
• Estate Planning
• Executor
• Finances
• Inheritance
• Podcasts
• Power of Attorney
• Probate Administration
• Professional Fiduciary
• Trust Administration
• Trustee
• Trusts
• Wills

003: Outside Looking In – Why Professional Fiduciaries Can Be A Better Choice

Walnut Creek professional fiduciary dynamo Karen Fisher joins Kirsten in the studio for episode #003…