May 1, 2017
You have been chosen as a Successor Trustee. It is important to know facts on what your duties are if you are chosen as a California […]
February 9, 2017
Rich or poor, everyone has an estate. For some, this can mean real estate, bank accounts, business interests, and more. For others it could be as […]
December 11, 2016
What is the role of a Trustee? If you have a trust, you need a trustee. A Trustee is the person who will execute your trust […]
November 24, 2016
Many times in our Estate Planning practice, we get asked, how should we hold title to our real estate? Or sometimes the client states, “I have […]
October 16, 2016
Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are […]
October 9, 2016
The beauty of the Peninsula creates picturesque backdrops for weddings. Couples from around the US and the world gather here with their families to start the […]
September 15, 2016
Whether you are a US Citizen, Non-Citizen or Non-Resident Alien, you still need to establish your Living Trust. However, your status can play a role in […]
September 9, 2016
School is in session and the little (and not so little) ones are off. You can see them in the mornings, walking through our Del Monte […]