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When a California resident establishes a trust as part of an estate plan, that person (called the “settlor”) usually makes a substantial effort to find the right person to name as trustee. Potential settlors look at a person’s financial experience, knowledge of legal...
Trusts play an important part in many estate plans, but many settlors (the persons establishing the trust) play very little attention to the selection of the trustee. Trustees play an important part in the successful execution of an estate plan, and the choice of a...
There are so many aspects in life in California that are unpredictable. People have very few guarantees in life. Unfortunately, one of the only guarantees in life is that people will pass away at some point in time. It is important that people plan for this occurring...
When we talk to our friends and families about estate planning, sometimes, we are asked to be an executor or a trustee. At the time, we may say yes not really understanding what that means, but thinking that it may never actually happen, and if so, it will be decades...
Many San Jose area residents know the benefits of estate planning, while many others have not taken the time to create an estate plan for their unique situation. Regardless of whether a person has an estate plan or not, a living trust may be a good estate planning...
In California, being a trustee is a major responsibility. People who are willing to accept it are often surprised at its complexity. To be sure, trust administration can be confusing and worrisome, especially when it comes to making investments to benefit the trust...
Far too many people procrastinate when it comes to estate planning. They might think that they can do it later or that it’s unnecessary given their limited assets or their simplified plans for asset distribution. But putting off estate planning is dangerous. It can...
People in California work hard for their money and generally people would like to be able to keep it for their own purposes. People may also be getting older and want to make sure that their money and assets end up going to their family when they pass away. However,...
Many Californians plan for when their time comes to leave this world. However, it's important not to overlook the possibility of living but being incapacitated and unable to manage affairs. Incapacity could result from diseases like Alzheimer's, dementia, temporary...
Parents of special needs children in California possess additional reasons to carefully plan their estates. These reasons include guardianship issues, evaluation of available resources and income caps that are applied if the child is receiving Medicaid or SSI...
