Article, Estate Planning, wealth preservation
** Previously reported this article stated that there was no age limitation which is an error. The age limitation is 55 years or older. ** On next November’s ballot, California Proposition 5, the “Property Tax Transfer Initiative,” would add a wrinkle to existing...
Article, Estate Planning, wealth preservation
Truths – An estate plan that utilizes a “fully funded” revocable living trust avoids probate. Fully funded means that all appropriate assets are titled in the name of the trustees of the trust. Please note, retirement plans should not be retitled to your trust!...
Article, Estate Planning, wealth preservation
OF HEARTS AND MINDS Estate Planning for Families with Kids If you are a parent and have children, this series on estate planning for families with kids is designed to address your basic estate planning questions. When I meet with clients with children under the age of...