The “Trust Doctor” at it again!
The “Trust Doctor” at it again! Over the weekend I spoke about “How Donald Trump’s Tax Reform Act Affects Your Estate Plan”...Read More
How Donald Trump’s Tax Reform Act Affects Your Estate Planning
Learn about Trusts and how the latest tax reform act of 2018 affects your estate planning.
Tax Reform Presentation May 29, 30, 31
How Donald Trump’s Tax Reform Act Affects Your Estate Plan I will be hosting a presentation in our Long Beach and Irvine...Read More
The ABCs of Trust Administration
WHAT IS A TRUST? A trust is nothing more than a contract. If you are married, it would be a contract between...Read More
The ABCs of Probate
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a...Read More
What Is Probate & How To Avoid It
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a...Read More
Be Careful Trustees!
A person can make poor investments and lose their own money without liability. But if you’re a trustee of someone else’s money,...Read More
Estate Planning – The John Wayne Problem and the Bing Crosby Solution
How to properly plan your estate today. Why was John Wayne not a good example of proper estate planning? On the other...Read More
Penny Wise, Pound Foolish
I had a client who didn’t want to pay us to transfer her 5 parcels of real estate to her trust. She...Read More
