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Why You Need a Letter of Instruction
Do you have any last messages you want to give people after you’ve passed on? Do you want to explain why you’ve structured
How to Include Your Spouse in Your Will
If you’re married, you may not realize how important it is to include your spouse in your will. After all, you’re already married,
Executors, Administrators, and Beneficiaries, Oh My: Understanding Parties Involved in Wills
When you first begin writing your estate plan, it’s easy to get lost in the different terms involved. The titles for the people
Understanding the Structure of a Will and Testament
Writing a will is one of the most important things you can do for your loved ones. It ensures they know how you
A trust for IRA or retirement funds can benefit Californians
Many San Jose residents may have used an Individual Retirement Account, or IRA, to set aside money for their retirement. To give some
Grounds for removing a trustee in California
When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort
What is an average inheritance?
An important and often overlooked step necessary for planning your estate is to sufficiently fund your own retirement. While factors such as wealth
Selling a Home as a Successor Trustee
When a homeowner places a property in a trust, the responsibility of managing and eventually selling that home may fall to the successor
What are the pros and cons of a California 529?
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began
Effective estate planning may include updating it periodically
Even conscientious Californians might make missteps with their estate plan. Many might perceive that to be connected to omitting important aspects, failing to
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Recent Posts
- No-Contest Clauses in California Trusts and Wills: What They Can and Cannot Do
- Medi-Cal Planning and Trusts in California: Protecting Assets While Qualifying for Long-Term Care
- Qualified Personal Residence Trusts (QPRTs) for Bay Area Homeowners
- How to Protect Minor Children’s Inheritances in California
- Naming a Trustee in San Jose: Should You Choose a Family Member or a Professional Trustee?