Category: Estate Planning

For anyone that is a trustee of a trust or power of attorney for a principal, you know that you have quite a lot of control over

November is upon us, 2017 will soon come to an end. Often times in January, we encounter clients whose New Year resolution is to complete

Bringing a new addition into the family is a milestone which necessitates that you revisit and revise your estate plan. If you had an estate plan

What are the consequences where a person executes a trust or will and subsequently marries but fails to revise the trust or will to include the spouse?

For most individuals in the bay area, complete estate planning requires a Trust, Will and Powers of Attorney for health care and property. A common misconception among many people

If you have more than one child, often, one or more of your children will wish to take title to your residue or other real

In 2015, California passed a law allowing Revocable Transfer on Death Deeds. This law allows an individual during his/her lifetime to record a TOD deed

During one’s lifetime, we often experience a change in marital status, become parents, uncles, aunts or grandparents. When these events happen, one consideration is how

When a trustor passes away and a trust becomes irrevocable, modification or termination of the irrevocable trust is not permitted without court approval. In the event the

Complete estate planning which includes a trust, will and powers of attorney for health care and property is not only important to protect your assets from probate, but