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  1. Blog
  2. 2015
  3. April

Posts in April, 2015

  • Apr 22 Estate Tax Overview

    One area of the California estate planning world that does not get much attention these days is Estate Taxation. Although ...

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  • Apr 22 Update Your 401(K) Beneficiary Forms

    A trust is used to keep your home and other assets safe from probate and distribute your non-tax-deferred assets. Your 401(k) ...

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  • Apr 22 The Role of a Trustee

    This month I am going to talk a little more about the office of trustee. While some people are familiar with the concept of a ...

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  • Apr 22 Is Your Revocable Trust Properly Funded?

    A revocable living trust is an invaluable estate planning tool for both spelling out who will receive your property while also ...

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  • Apr 22 Making Changes to an Estate Plan

    Regardless of how well drafted our estate planning documents are, there are inevitably life changes that require changes to our ...

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  • Apr 22 Estate Planning for Blended Families

    The issues involved in estate planning are both complicated and emotionally charged for any family. Things become even more ...

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