Category Archives: Estate Planning

Business Interests Are Often Overlooked When individuals create a revocable living trust, they frequently focus on transferring real estate and financial accounts into the trust. However, business interests are often overlooked. For business owners, properly addressing ownership interests may be … Continue reading →

Creating a Trust Is Only the First Step Many people believe their estate planning is complete once they sign their trust documents. In reality, creating a trust is only part of the process. For a trust to work as intended, … Continue reading →

Balancing Competing Estate Planning Goals Many individuals in second marriages or blended families face a common concern. They want to ensure that a surviving spouse is financially secure, while also preserving an inheritance for children from a prior relationship. Without … Continue reading →

A Common Concern for California Homeowners Many homeowners worry that transferring property into a living trust will: In most situations involving revocable living trusts, that concern is unfounded. Can You Transfer a House Into a Trust? In many cases, yes. … Continue reading →

Estate Planning Considerations for Blended Families in California Blended Families Often Need More Customized Planning Estate planning becomes more complicated when families include: Without careful planning, misunderstandings and disputes can arise after death. Do I Need a Trust or a … Continue reading →

Helping California families create living trusts, avoid probate, and simplify trust administration. Why Many California Families Choose a Living Trust For many families in San Jose and throughout Santa Clara County, a revocable living trust is one of the most … Continue reading →