Many of us are familiar with the story of Cinderella. Central to the story is the relationship between Cinderella and...
Why Cinderella’s Father Should Have Had an Estate Plan
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California Estate Planning Attorney
Estate Planning 101: Wills vs. Trusts
The Basics of Estate Planning: Understanding Wills and Trusts Two of the most fundamental estate planning instruments...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
Red Flags When Hiring a Professional Trustee
Having a Reliable Trustee Is Vital When you create a trust, you need to consider who will run the trust if you become...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
Right of Occupancy Trust—A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting the people who matter to you most. But sometimes this can be more complicated than...
Statements of Intent or Purpose in Trusts
California law allows trusts to be created “for any purpose that is not illegal or against public policy.” That very...
Who Will Take Care of My Child If I Die or Can’t?
Guardianship and Fiduciary Responsibility for Your Kids Having children is one thing that motivates many people to...
May-September Relationships and Estate Planning
Age is not an important factor for many people in choosing a partner. While the average gap in married couples is...
The Basics of Common Trusts
Good parenting is about loving and supporting your children. That does not always mean spending the same resources for...
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
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