Take Charge of Your Estate Planning
You've worked hard for decades to make a good life for you and your family. You should be in no mood to see your ...
PRACTICE AREA
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California Transfer on Death Deed
If you are one of those people who are looking for a deal, you may be enticed by California's Transfer on Death Deed ...
Beware of the Bypass Trust in Your Living Trust
A bypass trust or A/B trust was a staple provision in living trusts before the estate tax laws changed in 2011. Now, ...
How Married Couples Can Divide Their Living Trust Assets
If you are married and a California resident, and you own a home, you will need a joint revocable living trust as ...
How to Fund Your California Living Trust Checklist
Good job on setting up your living trust estate plan! You are now among the smart and proactive group that has taken ...
How to Choose a Successor Trustee
When making your living trust estate plan, you will need ...
California Estate Planning
What is Estate Planning? What does it involve?
You’ve heard about “Wills” and “Trusts” but ...
Why Funding Your Trust Is Important and How to Do It
We created this guide to give you a brief overview of how to fund your living trust so your living trust can do what ...