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There were so many estate planning mistakes made in the scenario I wrote about in my last posting.   First of all, it’s probably not wise to make an integral part of your planning the expectation that a child will always survive his or her parent.  Sure, it’s a likely expectation,...

Creating a trust isn't often one of the top things people want to do. However, as they age, setting up a trust is something everyone should do. While some people think working on this aspect of life is only a reminder that they will pass away in the future, a...

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 Living Trust some 20 years earlier, when they were in their 70s, still active and alert. When she went to visit them last winter, they...

Heed the lessons that others have learned the hard way. The bumps and bruises you will experience by not protecting your assets can be avoided by establishing a Living Trust.  We at California Document Preparers found this video extremely informative and wanted to share it with you all. ...