estate planning
Why You Need a Financial Advisor for Estate Planning
Financial Advisors are the secret sauce that makes your estate plan work
TOPIC
trust administration
estate planning
How to Choose a Successor Trustee
Choosing the right successor trustee for your living trust
estate planning
Heggstad Petition - How to Avoid Probate
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...
trust administration
California Trust Administration Checklist
Checklist of what a trustee should do during trust administration
trust administration
California Trust Administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
estate planning
California Probate
California probate is complicated, time consuming and very expensive. A typical California probate could take 18 months and cost over $30,000 -...
estate planning
What are The Different Types of Wills?
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
trust administration
Portability - How to Eliminate Estate Tax
Filing estate tax return and electing portability when first spouse dies could eliminate future estate tax if the gift and estate tax exemption drops.