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Posted in Estate Planning, Living Trusts on Feb 4th, 2010
When should I review or update my Trust? You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure [...]
Posted in Estate Planning, Living Trusts on May 25th, 2009
What are the fees to Probate an estate? In California, both the personal representative (an executor or administrator) and the personal representative’s attorney are entitled to compensation. If the Will specifies the compensation, then that’s all they can receive (P.C. 10812). If the Will doesn’t specify, then the personal representative and the attorney are each [...]
Posted in Estate Planning, Living Trusts, New Parents, Planning for Incapacity on May 19th, 2009
Today, I saw a posting about doing one’s will and trust online: “What about going to www.SuzeOrman.com and clicking “will and trust kit” on the left side of the screen. She said on a recent show to use the password “peoplefirst” to get the documents for free. I bought this package at a KPBS fundraiser a [...]
Posted in Living Trusts on Mar 17th, 2009
You should review your estate planning documents periodically. If it is not up to date when you die, your estate may not be distributed as you wish. Your Trust can be changed through an Amendment, a legal document that must be drafted and executed with the same procedure that applies to Trusts. Do not change [...]
Posted in Living Trusts on Mar 17th, 2009
Revocable Living Trusts are the key tool in avoiding the expense and delays of probate, a court-overseen process for estates with over $100,000 in gross assets. You should strongly consider a Revocable Living Trust if any of the following are true: 1. You own real property 2. You have over $100,000 in gross assets 3. [...]
