January 17, 2019
A trust beneficiary has specific rights to trust information and payments in California. If you benefit from a trust set up by relatives, learn about your […]
January 15, 2019
You just received a notice from the trustee of a trust, with the words “Crummey Notice” or “Notice of Withdrawal Rights” at the top. You are […]
January 10, 2019
Owners of rental real estate need to do some future planning to protect their income stream and pass it on to their heirs. Here are three […]
January 8, 2019
If you plan to refinance the mortgage on your house and already have an estate plan, you may need to make some changes. First, figure out […]
January 3, 2019
If you have bills and expenses that exceed your regular income, you may have some credit card debt. Debt often matters in estate planning when figuring […]
January 1, 2019
If you have significant student loans like many Californians, you may wonder if they will affect your estate planning. You probably have concerns about burdening your […]
December 27, 2018
For new parents, just getting out of the house can be a struggle, let alone getting to a lawyer’s office for a serious meeting. Take the […]
December 25, 2018
You just returned from your honeymoon, and you and your new husband or wife are filling out paperwork to change your last name. You suddenly realize […]
December 20, 2018
When you are preparing to take care of your aging parents, your attention may be on the practical questions and not on the legal ones. Figuring […]