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Blog Posts in Estate Planning

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  • When a Professional Fiduciary is Advisable and Why
    When a Professional Fiduciary is Advisable and Why

    Many have never heard the term "professional fiduciary" before, but professional fiduciaries are fairly common in estate management in California today. A professional fiduciary is an uninterested ...

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  • The Importance of Funding a Trust
    The Importance of Funding a Trust

    While creating a trust is a great strategy for managing your estate in the event of your passing, unless your trust is "funded," it will be of little value. Only trusts that are funded can keep your ...

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  • Premarital Agreements - Before and After
    Premarital Agreements - Before and After

    Estate planning is not usually the first thing that comes to mind for those about to enter into a marriage, but planning out financial matters ahead of time can have a positive impact on a marriage. ...

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  • The Basics of Trust Administration
    The Basics of Trust Administration

    Trust Administration refers to the management and distribution of trust property by a legally designated person, usually referred to as a trustee. This is to be done in the best interests of the ...

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  • Conservatorships Defined.
    Conservatorships Defined.

    What you need to know. In California courts, a conservatorship is ordered when a court finds a person is no longer able to properly care for and make decisions for his or herself. Dependent upon the ...

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  • Financial Planning for your Estate Plan
    Financial Planning for your Estate Plan

    You have an Estate Plan, now what? Congratulations! You have taken the steps to create an Estate Plan. You’ve documented your wishes on what to do with your assets, who they will go to, and when they ...

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