Here in Part 2 of Estate Trustee Administration 101 we’ll look at what makes a Successful Estate Trustee and what to do as you navigate the 15 Main Duties discussed in Part 1 of this series. I won’t sugar coat things, sometimes deceased relatives can leave us with a tangled mess! Don’t get me wrong, […]
As we begin Part 1 of Estate Trustee Administration :101, let’s look at what happens when you get that phone call that says, “As the Trustee of your Aunt What’s-her-name’s estate, I need to inform you that it’s time to do all those things we talked about five years back!” Wow! There are all sorts […]
Now that most of us have trusts… or have been thinking about getting one… ok, sometimes for several years! The burning question becomes: “When should I update a trust?” Or, “How often do I need to review my documents?” Just remember, life is a delicate thing and it is much better to have your affairs […]
First, if you have all your estate planning docs in order, Congratulations! Really quick though, please take a second and ask yourself, “Has anything changed since I had them drafted?” If not, you are likely good to go. Although before you click away, you may also want to ask yourself, “Would this info be helpful […]
This month we pick up where we left off in our last post, When is an Estate Plan Necessary? Part 1. Remember, even if you have an estate plan, if there are any holes, the California Probate Code fills any vacuum if you become incapacitated or die. So, creating an estate plan is necessary any […]
When is an Estate Plan Necessary? Any time YOU want to have any sort of say in what happens to your estate! When I give seminars I am frequently asked: “When should I do a trust or a will?” and “Is an Estate Plan necessary?” The bottom-line question is this: “What happens if I do […]
When people call me, wanting to “ask an attorney,” it is often about aging parents, paranoid elders, living trusts, and power of attorney. Below you will find answers to some of the more frequently asked questions. They may be of help to you or a friend. This is something most of us face. It can […]
Folks often call with questions they want to ask an attorney about their aging parents. Some of the parents have a Living Trust, others do not. Questions about Power of Attorney and Conservatorship are frequent. This is something most of us face. It can be a difficult time and present us with challenges we never […]
Clients often have questions about whether their assets should be in their personal name or in the name of the trust. In addition, there is often confusion regarding the difference between a Successor Trustee and the person to whom you have assigned Durable Power of Attorney for Finances. With any luck this article will clear […]
You may wonder just how estate planning could be a gift worth giving. You may also be asking yourself “Why start now?” It’s January for crying out loud! Well, we are exactly ONE month away from Valentine’s Day, and with a little planning, you can show you care in a way that REALLY matters! Valentine’s […]
Diane Brown, ESQ.
Certified Specialist: Estate Planning,
Trusts and Probate
Estate planning is for everybody; especially married couples, parents, and grandparents. Planning ensures your wishes are carried out, not the whims of relatives or the courts.
Action now can translate into significant savings down the road. Take just ONE step today...
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