January 15, 2019

What to Do If You Receive a Crummey Notice from a Trust

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

Your Rights as a Trust Beneficiary in California

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

Treating Children Fairly Does Not Necessarily Mean Equally

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

Top Five Estate Planning Tips to Consider at Easter

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 […]

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