Trusts

Estate planning is often assumed to be something that only wealthy individuals need to do. However, this assumption is simply not true. For some California families, estate planning can be as simple as creating a will; for others, trusts are the preferred method when...

Many California residents recognize the need for estate planning. For most, the need to protect loved ones and minimize estate taxes are the driving force behind such planning. However, for some families, there are other factors which can have a tremendous effect upon...

Parents often want to make sure that their children and loved ones are taken care of, even after the parents' death. For this reason, many California parents have life insurance policies, investment accounts, wills and even trusts in place to make sure that the...

Estate planning comprises a number of different topics that all have a common goal. In addition to wills, powers of attorney and estate administration directives, many California residents find that trusts offer a convenient method to transfer assets. Although there...

There is an obvious and clear upside related to an education savings account set up on behalf of a child or other loved one. The money grows over time and is slated to be ready and available at those important future moments when it is needed.And, concomitantly, there...

A recent article on a California legislative bill focusing upon estate planning that was recently signed into law by Gov. Jerry Brown terms the development "a planning opportunity" for some spouses across the state.Here's why.Federal law mandates that states attempt...

Boy, talk about life imitating art.If blues legend B.B. King -- who passed away last year -- could somehow come back to life to write just one more song, that product might easily transcend all his other creations for truly embodying what the blues is all about.And,...

A quick and summary response to the above-posed blog headline query is this: Maybe.As noted recently online in a legal publication focusing upon the sometimes logical nexus between divorce planning and estate administration, some splitting-up partners do indeed need...

Estate planners hardly comprise an audience that needs to be told and periodically reminded that trusts command great power in the realm of estate administration.That is, they are impressively flexible. They provide for confidentiality, when that is a perceived...

Individuals and couples in Orange County and elsewhere across California who timely engage in purposeful and comprehensive estate planning often feel a sense of confidence and relief following the creation of a carefully tailored plan.And that just makes sense, given...