Blog Archives for tag Assets

Blended Families Create a Mixture of Estate Planning Options

If you take a look at society today, you will notice that the “modern family” is not what it used… Continue reading »

Problems with Assets Passed Through Joint Tenancy

Joint tenancy is a form of ownership under which two or more parties share equal rights in property.  Upon the… Continue reading »

Estate Planning is a Team Sport

Stop and think for a moment about all of the professionals in your life that you consult on a regular… Continue reading »

Donald Sterling, The Los Angeles Clippers and a Trust

Donald Sterling is the “owner” of the Los Angeles Clippers basketball team.  During this year’s playoff run, news broke of… Continue reading »

Confusion about Revocable Living Trusts

A Revocable Living Trust (RLT) is one of the most widely used estate planning tools. Although widely used, there is… Continue reading »

I Love Meeting with Clients

I recently attended a networking luncheon with an esteemed friend who has served as a mentor to me. He, too, practices estate… Continue reading »

What is a Special Co-Trustee?

Many revocable living trusts have provisions for a special co-trustee, but not many people know what a special co-trustee is… Continue reading »

Last Will or Revocable Living Trust – Which is Best for My Family?

Life is full of choices, right? The same is true when it comes to estate planning. The two most popular… Continue reading »

What Happens When I Can No Longer Be Trustee?

What happens when a trustee can no longer manage trust assets? Imagine a scenario where your mother and father are… Continue reading »

The Fights That Can be Avoided

The New York Times posted an article a couple weeks ago on the way families are forever divided when there… Continue reading »







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