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Tag Archive 'Trust'

The things that must be updated in one’s estate plan when someone gets divorced.  How to make sure they are protected from the unexpected. Living Trust/Will These documents contain instructions about a number of crucial estate planning decisions:  who is in charge of administration of the individual’s estate, who is nominated as guardian of minor […]

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With the holiday season rapidly approaching, family becomes a primary focus.  Family gatherings provide a valuable opportunity to discuss and assess various needs that have arisen. This is why the holidays are a great time to think about estate planning.   For those of us with older family members, it becomes imperative that we have […]

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Link to our new commercial which will air on KCRA 3: http://youtu.be/78oyVlsESnw Please let us know what you think! To visit the Do It Yourself Site click on: mydiytrust.com

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          This is generally one of the most difficult decisions for clients to make next to deciding who should be nominated as guardian of their minor children.  The successor trustee is the person (or persons) who shall hold, manage, invest and reinvest the trust assets, collect the income and profits from it, pay the necessary […]

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Whenever I bring up the idea of a pet trust with clients, I initially receive an incredulous look as a response.  This is because, to most people, the idea of a pet trust is associated with people like Leona Helmsley, who left her dog $12 million dollars in her Will.  However, pet trusts can be […]

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Establishing an estate plan is crucial to ensuring that your assets and family are protected and provided for in case of a disability or death.   However, education about the estate planning process is also key to ensuring that the plan is carried out effectively.  When a loved one loses capacity or passes away it is […]

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                There are common events which trigger a need for estate planning, one of which is the birth of a child.  In my experience, nominating a guardian for the care of a minor child is often the most important yet challenging decision for parents to make.   Below are some important issues which should be addressed […]

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Appointing a guardian for the care of a minor child can be a parent’s most important and difficult estate planning decision.  Nominating a guardian in a Trust or Will is important, however, providing information for the person named can be very helpful.  Click on this link to a guardianship pamphlet provided by the California Courts which provides important information […]

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For more information about our estate settlement services, please visit http://www.familywealthlawgroup.com/settlement.html

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The simple answer is ALL ASSETS, that is all assets which we want to be subject to the trust instructions. Remember that the trust will only control any assets that have been formally transferred into the trust via a change in title or beneficiary designation. Once of the most common misconceptions is that if an […]

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