Four Tips For Effortless Estate Administration

Posted by & filed under blog, Estate planning.

Being put in charge of a loved one’s estate doesn’t have to be stressful. If you are the executor of an estate or successor trustee of a trust, then you have a legal responsibility to manage the assets of the trust or estate in accordance with both the will/trust and applicable State laws. According to Judy Martel… Read more »

Do I Have to Put All My Assets in My Trust?

Posted by & filed under Estate planning.

living trust lawyer, estate planning attorney, probate lawyer, power of attorney, antioch, walnut creek, clayton

The primary purposes of a Living Trust are to protect your assets from court, taxes, and young or foolish heirs. Trusts can protect the inheritances of problem children and the disabled and also protect their inheritances from lawsuits and creditors.  Trusts can eliminate capital gains taxes, family feuds, and public spectacles.  But to accomplish this,… Read more »

10 Warning Signs Your Trust Won’t Work the Way You Intend

Posted by & filed under blog.

living trust lawyer, estate planning attorney, probate lawyer, power of attorney, antioch, walnut creek, clayton

  As an Estate Planning and Trust Attorney who’s been helping families preserve their legacies and avoid probate for over twenty-five years, I’ve seen it all; family squabbles turned to drawn-out legal battles; grieving children having to deal with lengthy and costly probate and surviving spouses left with the results of a bad or outdated… Read more »