Trustees for Living Trusts in California
Jun 19, 2011
Sharing Control
A principal assigns a trustee to control the trust, and in California the principal can also be the trustee. So the person who establishes and funds the trust can also act as trustee ...
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The Current Tax Laws Don’t Last Forever
Jun 10, 2011
The Tax Relief Act which was signed in December, 2010 is set to
expire in less than two years at the end of 2012. While it is possible
that Congress may decide to extend the tax legislation, it is ...
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Estate Assets Can Disappear Fast
Jun 10, 2011
Small to medium size estates are susceptible to depletion before they
are distributed. It is common for a person to have expenses which must
be paid by the estate. Expenses such as:
Funeral
Bur...
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Changes in Tax Law Benefits Most Estates
May 26, 2011
New tax legislation was passed in December 2010 raising the amount
you can leave as inheritance and the amount you can give during a
lifetime without paying Federal estate and gift taxes.The new ta...
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What to do When a Loved One Passes Away
Apr 14, 2010
Take time to grieve. There are no legal deadlines that occur immediately, so do not make any hasty decisions or major changes immediately. Consider advising any surviving family member who is alone ...
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