A living trust is a way of holding title to your assets so they will not have to go through probate (a Court supervised estate administration) upon your death. The trust states what happens to your assets if you are...more
A common misconception is that when you die with a Will, your heirs avoid probate. In California when you die with a Will and the total assets owned in your sole name exceed $166,250, your estate goes through probate (a court...more
5/31/2020
/ Asset Management ,
Beneficiaries ,
Decedent Protection ,
Estate Planning ,
Fiduciary Duty ,
Heirs ,
Inheritance ,
Personal Representatives ,
Power of Attorney ,
Probate ,
Probate Code
Last Sunday I learned that my mother’s dear friend who is very active, hikes daily, gardens daily, does senior yoga weekly, eats a healthy diet, and has many volunteer and social commitments that keep her happy, went on a...more
1/30/2020
/ Asset Management ,
Beneficiaries ,
Beneficiary Designations ,
Estate Planning ,
Inheritance ,
Minor Children ,
Probate ,
Retirement Plan ,
Spouses ,
Tax Benefits ,
Tax Planning ,
Transfer of Assets