Living Trust: When Naming a Successor Trustee, Plan to Also Identify a Backup
Happily, this is the time of year when many people follow through on their New Year’s resolutions and come in to our offices to prepare...
15 January, 2015
Happily, this is the time of year when many people follow through on their New Year’s resolutions and come in to our offices to prepare...
We recently worked with a man from Orinda who owned a home with his mother. The title was in both of their names, and they...
Many people want to take advantage of low interest rates and refinance property that they moved into their Living Trusts, so we get a lot...
Let’s face it—there’s never a good time to talk about end-of-life issues—it’s an unpleasant topic at what is for most of us a very pleasant time...
There’s a lot of confusion about Wills and Living Trusts Many of our proactive clients come into our office to create a Will or a Living...
Ian, in our Oakland office recently made a housecall to San Francisco's Bayview neighborhood--not something we generally do--but the elderly homeowner, while generally in good health,...
This was the year that old age caught up with my 94-year old mother and 89-year old stepfather. I visited in January, and while they...
Intestate is a legal term that means “not having made a will before one dies.” It often leaves heirs with expenses, headaches, and heartaches. 55% of American...
A few weeks ago I wrote about a family that terribly botched the transfer of their family home by doing a mixture of bad planning...
Wills vs. Trusts Often we will put off what we don’t understand and that includes our legal affairs. Most people are often overwhelmed when it comes...
Discussing end-of-life issues can be one of the hardest conversations a family has, but also one of the most important. As people age, they and...
One of our clients had a recent situation with her aging parents which, unfortunately, is not uncommon. They had been proactive and had created a...