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In our previous post, we started discussing how even though the execution of a trust grants its creator certain advantages -- minimization of tax liability, control of asset distribution, privacy -- this final element of secrecy wasn't always guaranteed.We also...
As we've discussed on our blog before, there are multiple reasons why a trust might prove to be the single most effective instrument to accomplish your estate planning objectives.To recap, a trust can not only ensure that your assets are distributed according to your...
In many circumstances, living trusts can help to avoid costly probate and reduce or eliminate the impact of federal estate taxes on your assets. A living trust can also replace the expensive, time consuming and restrictive process of appointing a conservator to handle...
Some figures baffle.Like the speed of light. Like the age and size of the universe. And like estimates pegging the personal fortunes of America's richest families.Consider this imagery relevant to the storied Vanderbilt family for a moment: a pile of money equaling...
"You own this." Those words might sound frightening to a would-be California estate planner, but they are actually meant to promote a feeling of empowerment rather than intimidation. It is no secret that legions of...
Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new realities.Don't be one of them. Many remarrying California individuals fail to timely consider and update existing estate plans to reflect new...
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