Living Trust: What is it and Why Do I Need It?
We’ve heard it for years – the only sure things in life are death and taxes. Preparing for the end of life is one of those things you know you need to do – but have you actually sat down … Read More
We’ve heard it for years – the only sure things in life are death and taxes. Preparing for the end of life is one of those things you know you need to do – but have you actually sat down … Read More
Need some more time to get that 1040 filled out and signed? There are certain circumstances in which a person is not able to or willing to meet the April 15th deadline. In this case, there is an opportunity for … Read More
Planning for the end of life is a natural thing that most people begin to think about when their kids are no longer kids. Even though the process itself does not take very long, there is a great deal of … Read More
You recently found out you are the trustee of your parent’s trust. It is very likely that during the next few months you will feel extreme family pressures from your siblings to ‘give them their money.’ We know it all … Read More
While court accountings may be done by an unskilled trustee, it is always in the best interests of beneficiaries and trustees that the court accountings are done by a professional. The reason is that a professional can complete a precise … Read More
Are you striving to help your aging mother and father retain their independence (and their financial security) for as long as possible? There comes the point in almost every person’s life where you need to help your parents with their … Read More
When you are the chosen trustee for your parent’s trust, many different actions need to be taken when your parent passes away. These include organizing their accounts, paying their bills and figuring out how to distribute the assets per the … Read More
When a person dies without a will or trust, their estate enters the Probate Process and becomes subject to the laws of intestate succession. This means that if you die without a will, the Probate Code determines what will happen … Read More
Our clients, their attorneys, and representatives of the court often come to us when they are in very difficult situations. One recent success story shows just how well we help our clients when they are in need of our expertise. … Read More
For over 25 years, we have been in the business of helping our clients with their financial matters. In our many years of experience, we’ve seen even the most complex of family situations. In one instance with the Jones Family, … Read More