Advanced Estate Planning
When someone passes away, one of the first things a Trustee need to do is to find out what assets are in the trust, which need to be put into the trust, and which have direct beneficiary designations. Most estate plans have an inventory sheet where all the trust assets are listed, but most people ignore it, or the inventory in it gets outdated over time.
The best place to start is by collecting the deceased person’s mail.
California Estate Planning Laws and your Family – First in a Series: Bicycle Laws – California Vehicle Codes
When parents plan their estate distribution, it is almost always centered around the idea that they are going to make their children’s lives better.
All the parents’ hard work, legacy, morals, beliefs, and visions are for the benefit of the child to pass it along generation to generation.
“Oh you are an Attorney, I have a question or two for you…?” July 4th BBQ’s and other social events are always a fun time to gather and talk to people you haven’t seen for awhile. Some people talk about their kids, jobs, and vacations. And then there are the others. These people find out what you do for a living and then ask you law school finals questions.