Trust Administration

LEGACY PLANNING: Use Video As Part of Your Estate Plan

ou should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...

TRUST ADMINISTRATION: "Summary" Estate Administration

Sometimes, circumstances are such that a decedent did not have a Revocable Living Trust, but a full Probate proceeding may not be...

Living Trusts – How Far Does Privacy Go? – Part Two

INTRO: In Part One of this series, we spoke about some of the key privacy and disclosure rules in California. Today we discover the...

Living Trusts – How Far Does Privacy Go? – Part One

INTRO: Consumer articles about estate planning don’t often venture into discussions about privacy and disclosure law as it relates to...

LEGAL READ: Living Trusts – How Far Does Privacy Go?

INTRO: Consumer articles about estate planning don’t often venture into discussions about privacy and disclosure law as it relates to...

How to Choose a Trustee – Part Two

INTRO: In Part One of this series, we learned how establishing a Revocable Living Trust for yourself and your family is worthwhile for...

How to Choose a Trustee – Part One

INTRO: Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons: avoiding probate; maintaining...

How To Be Safe With Safe Deposit Boxes – Part Two

INTRO: In Part One of this series, we discussed how when handling a trust administration for two brothers whose parents had died, an...