When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) … Read Blog Post
When we think of estate planning, we often think about preparing our accounts and property to go to our loved … Read Blog Post
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
This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge … Read Blog Post
An often misunderstood but common estate planning tool that can appear in estate planning documents is the power of appointment. … Read Blog Post
What Is a Trust Protector?
Traditionally, the three roles that must be filled when setting up a trust are the … Read Blog Post
If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones … Read Blog Post
For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While … Read Blog Post
This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 … Read Blog Post
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