living trusts Tag

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During the COVID-19 crisis, we at Guideway Legal Documents & Mediation Services have been busy helping people ensure their loved ones are covered should something terrible happen. And though this worldwide health crisis is thankfully beginning to wind down, Guideway is still here to help you make provisions for your family's wellbeing...

I just read about a taxpayer (in this case, we’re using the term loosely), whom we’ll call Victor. He has a good job, has raised three kids and put them all through college. He saves for retirement. His taxes are regularly withheld from his paycheck, so there are probably no...

While many people still think Living Trusts are reserved for the elderly, a growing number of millennials are creating comprehensive estate plans these days, and there’s a range of socioeconomic drivers. Tech-worker wealth. No surprise here: This trend is most prevalent in tech-centric areas like Silicon Valley, where many young startup...

Visitors to California Document Preparers’ website will notice a newly designed site that we launched last week.   We rolled out our new site with neither a whimper nor a bang—a soft opening, if you will, because we wanted to make sure that everything was working smoothly. No splashy announcement or Facebook...

End-of-life planning isn’t just about the legal documents we help our clients prepare. In our offices, there are many discussions that surface about related topics—disability insurance and the limits of Medicare. There’s a lot of confusion about hospice, and thanks to modern medicine, we are living longer lives, yet that...

It was October 2015 when California voters elected to become the fifth state to allow terminally ill patients to end their lives with prescriptions from their doctors. This was not an easy decision; many remember months of contentious debate; religious groups and disability rights activists heatedly opposed the law and...

When our Living Trusts clients get to the part about naming a Successor Trustee, it means they’re nearly finished. They’ll quickly write down the name of their brilliant scientist daughter who lives in Boston whom they rarely see or their dreamy artist son who lives right here in the Bay...

B.B. King, the ambassador of the blues, died on May 14 at the age of 89. He performed in front of presidents and a pope, at the Royal Albert Hall and the Cook County Jail. He did TV commercials for Toyota and Burger King, won 15 Grammys and belted out tales...

Many of our clients are relieved to have finally completed their Living Trusts, but it may have been many years and life events ago that they created these legal documents. Something to keep in mind: a Trust is a Living document--there are many socioeconomic factors affecting our lives that need...

Probate, as we tell our clients, is easy to avoid by creating a Living Trust, making sure that it’s properly funded with your assets and updated with significant investments and life events. When you die without a Trust, your estate falls into court-appointed Probate, and it’s always a costly, lengthy...

A recent situation for one of our clients points out the importance of creating a Living Trust, funding it—transferring all of your assets into the Trust--and then letting your loved ones know its whereabouts! This story involves a blended family, which has implications for a lot of people these days....