The Dangers of a ‘Set It and Forget It’ Estate Plan
Estate planning in Cupertino, CA, is more than just creating a will or trust. It is about ensuring your wishes are carried out and your loved ones are protected. The [...]
Elder Abuse Awareness Day Spotlight: How to Safeguard Seniors from Financial Exploitation
Elder Abuse Awareness Day shines a much-needed spotlight on the alarming issue of elder financial abuse. Seniors deserve protection, and estate planning in Cupertino, CA, offers a powerful way to [...]
How Pour-Over Wills Complement Trusts in a Complete Estate Plan
Estate planning in Santa Clara, CA, involves careful consideration of various legal tools to ensure your assets are passed on to your intended beneficiaries seamlessly and efficiently. Among these tools, [...]
What To Do If You Suspect Elder Financial Abuse
As people age and become more vulnerable, they unfortunately become targets for elder abuse. This type of mistreatment is far more common than most people realize, with an estimated 10 [...]
Angelina Jolie, Farrah Fawcett, Tom Petty
1Dying Angie Jolie leaves $116 M to Son Maddox – Ailing Angelina Jolie is reportedly down to 92 pounds and is leaving her film empire, called Jolie Pas, worth $116 million [...]
Huguette Clark, Frank Sinatra, Robin Williams estates
1Huguette Estate – Huguette Clark was a mysterious and reclusive New York multi-millionairess who passed away near her 105th birthday. Clark was the daughter of William Andrews Clark, who was [...]
Advantages of Trusts
Trusts are used for many purposes, including dividing ownership of property. Trustees are the legal owner and may control the property, and the beneficiary holds the right to enjoy the [...]
Sixty Percent of Americans Have No Will
Many Americans have not “gotten around” to making a will. However, a will puts you in charge of the distribution of your estate. Also, a living trust can help your [...]
Trust and Will Terms Defined
Applicable exclusion amount – Another name for the unified credit that shelters a certain amount from the federal estate and gift tax. By-pass trust – The “B Trust” in A-B trust planning [...]
Decanting a Trust
Decanting a trust is the act of distributing assets from an old, irrevocable trust to a new one with more favorable terms. There are a number of scenarios that may [...]