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Everyone Has an Estate!
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Everyone Has an Estate! Everyone Has an Estate! When we hear the word estate, we often think of large homes or things...
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Tips for Preparing Your Successor Trustee for Their Duties
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Tips for Preparing Your Successor Trustee for Their Duties Creating a trust is a great way to ensure that your family...
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Proposition 19- The Good Stuff
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Proposition 19: The Good Stuff Proposition 19 is officially titled “The Home Protection for Seniors, Severely Disabled,...
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Reduce, Defer, or Eliminate Taxes on Your Next Real Estate Sale in favor of...
Greg RingCo-Founder of The Giving Crowd A recognized expert and thought leader in the planned giving mindset for the past four decades, Greg has served more than 200 ministries and nonprofits,...
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Probate – First Death
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail My Spouse Died and Now I’m Dealing with Probate When I meet with my San Jose clients, one of the most important topics...
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Temecula Trust Lawyers: How to Choose the Perfect Trust Administrator
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Temecula Trust Lawyers: How to Choose the Perfect Trust Administrator Trust administration in California is more...
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Understanding Your Parents’ Estate and Long-Term Care Planning Needs
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Understanding Your Parents’ Estate and Long-Term Care Planning Needs When meeting with a California estate planning...
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Teachers and Estate Planning: 5 Documents to Have in Place
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Teachers and Estate Planning: 5 Documents to Have in Place As colleges and schools try to return to some normalcy at...
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3 Considerations for Parents of Children with Disabilities When Planning For...
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail 3 Considerations for Parents of Children with Disabilities When Planning For The Future | California Special Needs...
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Estate Planning Is Not about You | Santa Ana Will and Trust Lawyer
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Estate Planning Is Not about You | Santa Ana Will and Trust Lawyer The goal of any Santa Ana will and trust lawyer is to...
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San Jose Estate Planning Lawyers Can Show You the Ropes on College Funding...
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail College Funding Options are Changing, and Our San Jose Estate Planning Lawyers Can Show You the Ropes With the cost of...
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Moving Assets into a Trust – What to Know and How Santa Ana Trust Lawyers Can...
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Moving Assets into a Trust – What to Know and How Santa Ana Trust Lawyers Can Help Moving assets into a trust can be...
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Identity Theft – Estate Planning Attorneys On “Ghosting”
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Identity Theft – Estate Planning Attorneys On “Ghosting” Identity Theft is an ever-evolving issue. Thieves are...
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Special Needs Trusts: What Every Autism Parent Should Know
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Special Needs Trusts: What Every Autism Parent Should Know Parents who have children with autism have their own special...
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Will My Inheritance Be Taxed?
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Will My Inheritance Be Taxed? One of the most common questions our lawyers get from people who just received an...
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Religion and Your Estate Plan
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Incorporating Your Religion Into Your Estate Plan Our Santa Ana Trust lawyers have found that when people set out to...
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How to Create an Estate Plan
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Items to Gather When Preparing to Create an Estate Plan With a bit of foresight and preparation, creating an estate plan...
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Tax Planning Your Estate
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Tax Planning Your Estate – 5 Tasks to Complete Before the End of the Year With the arrival of Fall, the end of 2021 is...
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Does Charitable Giving Affect Taxes?
Share this entryShare on FacebookShare on TwitterShare on LinkedInShare by Mail Charitable Giving in Life and Death | San Jose Trust Lawyers How does charitable giving affect taxes? There are many...
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Why Thanksgiving is the Perfect Time to Talk About Estate Planning
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