Blog

The Trust Protector: Your Guardian Angel

What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker), the trustee, and the beneficiary. All three roles are necessary to create a trust that functions...

Helping Clients Create an Up-to-Date Inventory

If you have already done estate planning by creating a will or trust, then you have taken a very important step toward ensuring that if you become incapacitated or die, your loved ones will know how to help manage your financial and legal affairs. However, simply...

Before Your Real Estate Sale or Purchase Closing

Two Essential Things to Add to Your Real Estate Closing Moving Checklist There is a lot to think about before your sale or purchase closing: along with organizing and packing up all of your belongings, there is also starting and stopping utilities, mail forwarding,...

The Death of Anne Heche: Lessons for Estate Planning

Anne Heche’s recent accidental death was a disturbing reminder of how the everyday can quickly turn into the tragic. While driving through the Mar Vista neighborhood of Los Angeles on August 5, 2022, Heche was involved in a car crash and succumbed to her injuries a...

Wills vs. Revocable Trusts – Trusts Win

Right now, the estate tax exemption surpasses $10 million (doubled if a client is married), and although it is due to revert back to $5 million (adjusted for inflation) in 2026, many clients believe their revocable trusts have become obsolete. The truth is, a...

Why a Trust Is the Best Option to Avoid Probate

Ideally, when someone passes away, the paperwork and material concerns associated with the deceased’s passing are so seamlessly handled (thanks to excellent preparation) that they fade into the background, allowing the family and other loved ones to grieve and...