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Blog Posts in November, 2010

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  • The Season for Charitable Trusts
    The Season for Charitable Trusts

    Now that we are nearing the holidays, the taxable year is also coming to a close. This may also be a time that people think to reduce their taxable income. One way to reduce the amount of taxes you ...

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  • How Your Estate Plan can take care of Dependent Parents
    How Your Estate Plan can take care of Dependent Parents

    There are many ways to care for your parents as they enter their twilight years. You may chose to assist your parents by setting up a living trust , and name yourself as trustee to manage your ...

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  • Estate Planning is a Family Affair
    Estate Planning is a Family Affair

    One of the primary purposes of estate litigation is to provide for the entire family. With that in mind, some families consider setting up Family Pot Trusts. A Family Pot Trust is a trust that places ...

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  • Should YOU Consider a Living Trust?
    Should YOU Consider a Living Trust?

    Often times you will hear people refer to the terms Inter Vivos Trust and Testamentary trust when they are trying to set up an estate plan. Currently, the trend in estate planning has been to set up ...

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  • Make a List of YOUR Assets to Plan Ahead
    Make a List of YOUR Assets to Plan Ahead

    The first thing you need to do to prepare for your estate plan is to make a list of your known assets. You should take an inventory of all your assets and determine how you would like them distributed ...

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  • How do YOU define Issue?
    How do YOU define Issue?

    In November 2010, the California Court of Appeals ruled on whether a grandparent's trust intended to include their grandchild pursuant to the definition of "issue' in their trust. Charles and Serene ...

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