When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) … Read Blog Post
Planning to Receive an Inheritance
When we think of estate planning, we often think about preparing our accounts and property to go to our loved … Read Blog Post
How to Responsibly Leave an Inheritance to Your 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: 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
The Pros and Cons of Powers of Appointments
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. … Read Blog Post
The Trust Protector: Your Guardian Angel
What Is a Trust Protector?
Traditionally, the three roles that must be filled when setting up a trust are the … Read Blog Post
Creating a Treasure Map: The Benefits of Preparing an Inventory before Death
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones … Read Blog Post
Is Your Estate Plan Incapacity Proof?
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While … Read Blog Post
Getting 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 Client 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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