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Charitable Trusts

If you want to make a gift to a charity, especially a substantial gift, using a charitable trust allows you to do it in a way that gives you significant tax benefits.Charitable Trust ServicesThere are several charitable trusts to choose from that offer real financial advantages. Besides offering you estate and income tax advantages, charitable trusts allow you to be generous while ensuring retirement income at the same time. Speak to an Estate Planning Attorney About Setting Up A Charitable TrustIf you would like to [...]

December 4th, 2018|Estate Planning|
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Irrevocable Trusts Vs. Revocable Trusts

Irrevocable Trust Vs. Revocable Trust - What is the Difference?There are two types of living trusts: Revocable trusts and irrevocable trusts.Revocable TrustA revocable trust, by its nature, offers a lot of flexibility. The trustor (the person who creates the trust) keeps control of the assets, and has the ability to revoke or amend the trust at any time during his or her lifetime and while they have legal capacity.  The trustor still owns and controls the property in the trust and when the trustor passes [...]

March 25th, 2018|Estate Planning|
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LGBT Estate Planning 101

Estate Planning for the LGBT CommunityOne of the biggest mistakes members of the LGBT Community can make is failing to properly set up an estate plan – the results of which can be devastating.If you do not have an estate plan and rely upon just holding property in joint tenancy as your estate plan, is the equivalent to giving up control of one's estate, as well as giving up management of one's health, finances and well-being in times of incapacity.The need for an estate plan [...]

June 30th, 2017|Estate Planning, LGBTQ Estate Planning|
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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. [...]

April 19th, 2017|Estate Administration, Estate Planning, Resources|
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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 [...]

April 10th, 2017|Estate Administration, Estate Planning|
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Estate Planning for Same Sex Couples

Learn more about Estate Planning for Same Sex Couple and why it is important to have an estate plan in place.Proper estate planning by same sex couples will ensure their assets will go to whom they want, their estate will be managed by who they want, and in the event they are incapacitated, their medical decision and financial matters will be handled by the person they want.  It is very important that every member of the LGBTQ community, whether registered domestic partners or not, creates [...]

July 25th, 2016|Estate Planning, LGBTQ Estate Planning, Videos|
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Why Estate Planning is Important

If you have not taken the time to plan your estate, you are not alone. Many people avoid estate planning because they see it as an unpleasant task. Having an estate plan in place will ensure that your property is distributed according to your wishes and that any taxes, fees, and costs (there are always taxes, fees and costs) involved in settling your estate can be minimized.

September 28th, 2015|Estate Planning|
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