A Successor Trustee is an individual (child, sibling or friend), institutional trust department or a licensed professional private fiduciary chosen by you to manage your living trust upon your … [Read more...]
Generation Skipping Trusts
A Generation Skipping Trust (also known as GST) is a trust that is passed down to your grandchildren and not the children. A GST is not just for grandchildren it can extend to other family members or … [Read more...]
Getting a Divorce? Your Estate Plan Isn’t Automatically Void
It is a common misconception that once you get divorced, that means that your estate plan is automatically invalid. It’s time to clear that thought from your mind! It is important to contact your … [Read more...]
About my Family under the Legacy Plan:
Another section in our red client estate planning binder is the Legacy Plan. The Legacy Plan tab comprises of two (2) separate sections, the “Estate Planning Letter” and “About my Family.” This blog … [Read more...]
California Legislature Has Imposed a New Recording Fee:
(SB-2 Building Homes and Jobs Act) Commencing January 01, 2018, as well as the standard recording fees per document, the California Legislature has imposed an additional new recording fee of $75.00 … [Read more...]
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