Protect Your Home with a Living Trust
The best way to protect your home from probate is to transfer it into a Living Trust. Creating a Living Trust allows for the easy transfer of your home and saves thousands of dollars after you pass away.
Digital Assets and Estate Planning
Preparing for the administration of your digital assets upon your incapacity or death should be part of your comprehensive estate plan. Learn more about updating or creating your estate plan, which may include digital assets.
Do You Need a Living Trust?
Living trusts are created for many reasons, including (1) avoiding probate; (2) maintaining privacy; (3) planning “trust funds” for beneficiaries who need assistance managing their inheritance; and (4) incapacity planning.
Pet Trusts
An important part of your estate plan is providing for those who depend on you – especially your pets! A Pet Trust is the best way to provide for your beloved dog, cat, bird or other cherished pet, and to ensure their proper care if you pass away before them.
What is a Living Trust?
When I meet with clients one of the first questions they ask me is “What is a Living Trust?” A living trust is a legal document that allows you to designate who will inherit your house, your personal belongings, and your money when you pass away.
Avoid Probate with a Living Trust
Protect your home! Protect your money! Provide for loved ones! Avoid Probate! A Living Trust is the best way to do all of this.
How 2020 Has Taught Us How Unprepared We Were For The Unexpected
2020 was a difficult year and the pandemic taught us how unprepared we were for the unexpected. Estate Planning is now more important than ever. Make it your New Year’s resolution to be prepared for the future, which includes setting up your estate plan or updating your existing estate plan.
Protect Your Loved Ones with a Revocable Living Trust
Back in 2014 I met with Sam Jones (name changed to protect client’s confidentiality) at a local senior center where I volunteer once a month. Sam’s wife recently passed away and Sam was concerned about what would happen to his assets after he passed away. Sam has four children, Sally, Sandy, Scott, and Sam Jr. Sam’s biggest concern was that when he passed away the family home that he and his wife had worked so hard to pay off would have to go through probate. [...]
Pet Trusts in California
Pet Estate PlanningDo you love your pet? Do you consider your pet to be part of your family? Are you concerned about what will happen to Fluffy or Fido if anything happens to you? If your answer to any of these questions is "yes," please read this blog and learn more about how you can create a pet trust to insure that the people you want will care for your pet when you can no longer do so.What is a pet trust?It is a legally [...]
Avoiding Probate with Beneficiary Designation
Avoiding probate does not have to be complicated or expensive. There are simple steps you can take to ensure that certain assets pass to the people you chose without going through probate. One of the easiest ways to avoid probate is to have the money in your bank accounts, retirement accounts and investment accounts automatically transfer to the beneficiary or beneficiaries of your choice after you pass away by filling out simple beneficiary designation forms with your bank and financial institution.Pay-on-Death (POD) Bank AccountsPay-on-death (POD) [...]