15 11, 2019

2019 – A Vintage Year for Irrevocable Living Trusts

By | 2019-11-15T09:10:22-08:00 November 15th, 2019|Estate Planning, living trust, revocable trust, Wills and Trusts|Comments Off on 2019 – A Vintage Year for Irrevocable Living Trusts

Although California produces stellar wine vintages year after year, there has been relatively little production of anything new or positive for California non-grantor trusts. But the landscape has changed, the conditions are ideal, and the time is ripe. A recent crop of legislation and cases, including California’s new Uniform Trust Decanting Act and the Paula [...]

1 08, 2019

TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

By | 2019-08-01T08:27:59-08:00 August 1st, 2019|Asset Protection, Estate Planning, living trust, revocable trust, trust, Wills and Trusts|Comments Off on TOP 5 REASONS TO HAVE A LIVING TRUST IN CALIFORNIA

Many of our California based clients have heard that having a living trust can benefit them, but often don’t understand why it is beneficial to have a living trust. Below are some of the more common ways a living trust can aid in achieving your estate planning objectives. 1. Avoid probate. Avoiding probate is a [...]

15 05, 2017

PLANNING FOR YOUR “DIGITAL ESTATE”

By | 2017-05-22T06:17:35-08:00 May 15th, 2017|Estate Planning, Succession Planning, Wills and Trusts|Comments Off on PLANNING FOR YOUR “DIGITAL ESTATE”

A few years ago, security software company McAfee, Inc. conducted a study which revealed that, on average, Americans have a “Digital Estate” worth more than $50,000.00.  At the time, these digital assets were at risk of being lost or otherwise inaccessible when the owner died or became incapacitated. On January 1, 2017, California became one [...]

28 04, 2017

Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

By | 2017-05-04T08:28:22-08:00 April 28th, 2017|Estate Planning, living trust, Succession Planning, trust, Wills and Trusts|Comments Off on Does Your Estate Plan Account for Your Incapacity? ​Benefits of a Durable Power of Attorney

A frequently overlooked part of the estate planning process is deciding who will help you manage your financial affairs if you’re ever incapacitated and unable to manage them yourself. In reality, the likelihood of you needing someone to act on your behalf at some point in time is statistically quite high; accidents happen every day. [...]

29 03, 2017

Expressing Your Wishes and Mitigating Tensions Through Letters of Intention

By | 2017-03-29T22:51:52-08:00 March 29th, 2017|Estate Planning|Comments Off on Expressing Your Wishes and Mitigating Tensions Through Letters of Intention

The estate planning process can be an overwhelming experience for clients. After all, we are discussing a pretty unpleasant topic (your ultimate demise), and what will happen when you’re gone. It is an inevitable part of life as we know. In some situations, there is a gap between how I, as an estate planning attorney, [...]