Posts Categorized: funding

Vacation Planning

Jun 20, 2011 / By: Patricia Urban, Trust Administration Paralegal

Summer’s approaching, and that means vacation for lots of people. Whether you hit the road, the rails, or the skies, you may feel more relaxed if you do some personal planning before you leave. ...

LOST…AND FOUND

May 26, 2011 / By: Patricia Urban, Trust Administration Paralegal

Category: Assets, funding, Living Trust, savings bonds, U.S. Department of Treasury

One last tip – if you have savings bonds as part of your estate plan, make sure you include the information and location in your files so the bonds won’t be lost.

Keeping your home titled in your trust

Apr 26, 2011 / By: Patricia Urban, Trust Administration Paralegal

Category: Assets, Estate Planning, Financial Institutions, funding, Probate, Real Property, Refinancing

Your home really is your ‘castle’ as it’s one of your most important investments. Your home can be your biggest investment, especially in California, and as such, needs to be titled in your trust.

Lots and Out of State Property Belong in your Living Trust Too

Mar 3, 2011 / By: Kim Thomas, paralegal

Category: Assets, Estate Planning, funding, Living Trust, Probate, Real Property

The process of petitioning the court, especially a court outside of California, will surely expend unnecessary funds and be inconvenient for your successor trustees. Make sure all real property in California and outside are titled...

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Posts Categorized: funding

Vacation Planning

LOST…AND FOUND

Keeping your home titled in your trust

Lots and Out of State Property Belong in your Living Trust Too

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