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 […]
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 […]
broadvisiongroup.com broadvisiongroup.comFolks 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 […]
As we head into another beautiful Fall here in the Bay Area, it is a good time for all of us to stop and realize all of the things we have and to be grateful for each one of them. I took a moment today and made a list of some of the first things […]
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...
Call my office today to schedule your
FREE 30min Legal Consultation
