Why You Need a Financial Advisor for Estate Planning
Financial Advisors are the secret sauce that makes your estate plan work
Financial Advisors are the secret sauce that makes your estate plan work
Choosing the right successor trustee for your living trust
If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...
Checklist of what a trustee should do during trust administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.