Month: September 2023

Tips for Choosing the Right Trustee Choosing a Trustee is never an easy task.  Who can step into your shoes and pay your bills and take care of you if you are unable to manage your finances? Who will take on the burden to wind down your trust after you have passed...

I have the discussion of who is entitled to a copy of a trust typically while I am meeting with the client to sign their documents.  The answer depends on if your trust is revocable or irrevocable. While the trust is revocable – typically during the lifetime of the...

We estate planners love to use acronyms and one that comes up in planning is CUTMA which stands for California Uniform Transfers to Minors Act – California’s version of the Uniform Gifts to Minors Act.  A quick explanation of what a CUTMA does is that it allows money...

I occasionally have the situation where my married estate planning clients are dissolving their marriage or I have a new client who is in the middle of a divorce proceeding and they want to do some planning.  There are several considerations that must be considered...