For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.
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When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...
Estate planning might prove more challenging than someone expects. Drawing up a last will and testament may not be the only responsibility someone has. Health issues could leave someone worried about becoming incapacitated. So, estate planning may involve making...
When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...
The key aspects to consider before forming your special needs trust are fiduciary duties and who will perform them. In California, you have a right to set aside funding for the future care of any beneficiary you name. Beneficiaries with disabilities face a threat to...
Trustors use an IDGT to isolate specific trust assets. This is in order to segregate estate tax from income tax. The Intentionally Defective Grantor Trust is a trust used with deliberate and purposeful intent to protect assets. Maximizing next-generation assets IDGTs...
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