To date in this 3-part series on the Difference Between Will and Trust, we have seen that wills provide a way to share your wishes, distribute property to beneficiaries, name an executor and guardian for minor children. We touched on probate, the process of validating a will, and how it can be a costly and […]
In the Difference Between Will and Trust – Part 1 we took a look at wills and how they provide a way for you to share your wishes, distribute property to beneficiaries, and name an executor and/or guardian for minor children. We also touched on probate and how that process of validating a will can be […]
“Diane, what is the difference between will and trust?” This is one of the most frequently asked questions we trust and estate attorneys get asked! The differences between the two are significant and honestly, while this article is a handy reference for general knowledge, I advise you to check with a specialist before investing your […]
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 […]
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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