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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...
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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...
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...
How To Be Safe With Safe Deposit Boxes – Part One
INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...
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