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 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 […]
May 21, 2019
Most parents want to treat their children fairly in their estate planning. Many people assume that means having their children inherit equally. But fair does not […]
April 8, 2023
Easter is a time of renewal, rebirth, and reflection on the blessings we have received. It is also a perfect opportunity to review and update your […]