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31 Days of Estate Planning

31 Days of Estate Planning

Estate Planning Blogs Estate Planning Blogs. Have you ever wished there was one location to find basic information about estate planning? One location where you could get some definitions for concepts e.g., what is a trust? What is a Trustee? What goes into an estate...
Trust Mill Scams

Trust Mill Scams

Do You Really Want to Work? Five years ago, people complained they couldn’t find work. Today, there are so many jobs available, and no one wants to work. Instead, robbers, burglars, drug dealers, and scammers pervade the landscape. Scamming has become the new normal....
Probate Process — Basic Steps

Probate Process — Basic Steps

Probate Process Probate process basic steps. When someone passes away, their estate is generally required to go through probate unless there was a valid trust in place. It is a lengthy and often expensive process. Expensive not just in terms of the financial cost, but...
Life Insurance and Your Estate Plan

Life Insurance and Your Estate Plan

Reasons for having an insurance policy. Do you have life insurance? If not, have you considered purchasing some? Life insurance is one of the most important components of an estate plan. There are a number of reasons why you might consider incorporating life insurance...
Funding the Trust with Out-of-State Property

Funding the Trust with Out-of-State Property

Funding the trust with out-of-state property. Imagine your primary residence is in the state of California. But you also have a second home in Idaho and a piece of unimproved land in Nevada. Your California lawyer created a trust-based estate plan and funded your...
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