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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...


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...
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