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 [...]

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. [...]