When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee … Read Blog Post
Helping Clients with Anticipated Inheritances
When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their … Read Blog Post
Helping Clients Responsibly Leave Wealth to Grandchildren
Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way … Read Blog Post
President Biden’s First One Hundred Days for Advisors: Looking Back and Planning Ahead
This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge … Read Blog Post
Powers of Appointment: A Handy Tool in Your Client’s Toolbox
An often misunderstood but prevalent estate planning tool that often appears in estate planning documents is the power of appointment. … Read Blog Post
Trust Protectors: Are They a Good Fit for Your Client?
What Is a Trust Protector?
Traditionally, the three roles that must be filled when setting up a trust are the … Read Blog Post
Helping Clients Create an Up-to-Date Inventory
If your client has already done estate planning by creating a will or trust, then the client has taken a … Read Blog Post
Is Your Client’s Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While
Getting Your Clients Ready for 2021
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 … Read Blog Post
Clarification to November 2020 Advisor Newsletter
In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming … Read Blog Post
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Phone: 209-572-2124 | Fax: 209-569-5075
P.O. Box 515 Brisbane, CA 94005
Phone: 415-470-7771
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