5 Things You Need to Know about Beneficiary Designations
When creating Living Trusts, most of us know that we need to identify our beneficiaries and the way in which we distribute our assets among...
24 June, 2018
When creating Living Trusts, most of us know that we need to identify our beneficiaries and the way in which we distribute our assets among...
When a loved one dies, there are laws governing the distribution of property. If that person had a Will or Living Trust, the legal document...
Former first lady Barbara Bush had been in declining health for several years. Just days before her death at age 92, we read that she...
Why don’t more East Bay families have Living Trusts? Good question. But here are some of the excuses: 1. I don’t have an estate--why do I...
Just as more traditional assets such as real estate and financial accounts can be passed on to beneficiaries, intellectual property is considered an asset that...
Elise sat in her kitchen staring at a huge, meaningless pile of bills, bank statements, outstanding invoices and cancelled checks. She had always been close...
I don’t know what it’s like in your neighborhood, but where I live, everyone seems to have a dog. On my morning walk I routinely...
Few topics are as polarizing as guns and the controversy that inevitably surfaces over the second-amendment right to bear arms. Guns have dominated the headlines...
End-of-life planning can be an unsettling process. No one wants to think about death, much less plan for it. Yet while the majority of our...
In an article last fall we discussed the consequences of lost Wills and Trusts, along with suggestions about where to store these documents. It’s a...
Divorce has become a reality for many couples, and for most, the details of dividing property, developing a parenting plan and helping their kids adjust...
We get a lot of questions about what to do if a Will or Living Trust is lost. Unfortunately, this question generally arises after a...