Estate Planning 2/2

Feb 25, 20212 min read

Revocable Trust v. Irrevocable Trust: Which is Best for You?

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Feb 19, 20213 min read

Wills vs. Trusts: A Quick & Simple Reference Guide

Confused about the differences between a will and a trust? If so, you are not alone. While it is always wise to contact experts like us,...

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Jan 21, 20214 min read

Debunking Successor-Trustee Myths

Myths A family member acting as successor trustee does not receive compensation. This is false. The relationship between the trust maker...

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Jan 8, 20213 min read

Five Mistakes Successor Trustees Make (and How to Prevent Them)

When establishing a trust, you must give serious thought to who you choose as your successor trustee—the person who will manage, invest,...

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Nov 13, 20203 min read

How Will the Passing of Prop 19 Affect My Estate Plan?

One of the cornerstones of estate planning is the transfer of grandparent and parent owned real property on to the next generation. Due...

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Oct 28, 20202 min read

Thirteen Estate Planning Terms You Need to Know

Estate planning. It is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary,...

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