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Trust Administration Attorney: Why It’s Better / Safer

When the trust creator dies, the successor trustee must handle the trust administration. As the trust successor, you'll have specific tasks to perform. And you may be wondering: do you need a trust administration attorney for this process? My answer: Yes.  There are many [...]

By Leigh Clayborne|May 11, 2022|
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Estate Planning Checklist: How to Prepare for Estate Plan for Complex Family Situations

Your Estate Planning Checklist guides through planning for what happens next. You've given so much to care for your loved one with unique needs. Our easy-to-follow downloadable estate planning checklist helps you determine what happens next. Follow this [...]

By Ellen Cookman|February 8, 2022|
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  • California Estate Planning Law Changes

Changes to California Estate Planning Laws in Last 5 Years

What happens to your estate when you're gone, and how will your loved ones inherit from you? In California, laws regarding estate planning dictate the parameters of how you can set up your plan and the tax consequences.  See what's changed. [...]

By Ellen Cookman|January 14, 2022|
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