August 8, 2020
California Living Trust creation: should you do it yourself?
Estate planning: Do-it-yourself versus seeking experienced legal advice If you are considering a DIY California…
June 16, 2020
How to avoid litigation as a Successor Trustee
Trust Litigation and the Successor Trustee Attention all Successor Trustees. Do you want to avoid…
March 26, 2014
Stepped Up Basis in California
California Stepped Up Basis One of the greatest tools in the estate planning toolbox is…
March 14, 2014
Don’t forget to fund your Living Trust!
Funding Your Living Trust in California Creating a Living Trust in California is great but…
March 13, 2014
San Diego Probate: the Ins and Outs
What happens to someone’s assets when they die? Often, the assets will need to pass…
March 11, 2014
Will, Trust and Estate Planning in Carlsbad, California
The Need for a Living Trust in Carlsbad, California According to the U.S. Census Bureau,…
February 23, 2014
Need help paying for your estate plan?
Using monthly payments to pursue a top level estate plan. At the Law Offices of…