Jack E. Stephens Blog
Electronic Wills
March 10, 2020We are in a changing world which also affects Estate Planning. One of the innovations involves electronic Wills which has now... Read More
The New Secure Act Not So Secure For Inherited IRAS
February 12, 2020The new Secure Act recently signed by Trump will have an impact of tax increases on Inherited IRAs and took effect... Read More
Tax Effects on the Sale of your Home
December 3, 2019Are you concerned about the tax effects possibly impacting the sale of your home should you desire to move in California?... Read More
The Undermining of the Living Trust
October 18, 2019Clients often ask, “On my incapacity or death, how will my Successor Trustee know what we own in the Trust and... Read More
The Organ Donation Process
September 10, 2019Having trouble deciding whether you should register as an organ donor or not? Lets lay down the facts to help you... Read More
The End of Life Option Act of California
July 24, 2019Assisted death, with California’s new laws coming into effect in a few short months, can be a very controversial topic amongst... Read More
Should You Include Accounting in Your Living Trust
June 24, 2019Here is something you need to be aware of and guard against. If you lose capacity or resign as acting Trustee... Read More
Assignment for Drafting of Documents: Part 2
June 20, 2019After we receive the Retainer, the Office Manager assigns the file to one of our staff members and the drafting process... Read More
The Living Trust Initial Consultation and Retainer: Part 1
June 19, 2019Many potential clients ask, what can we expect in our initial consultation at The Stephens Law Group? The following is a…
Read MoreUsing a Trust to Protect the Inheritance of a Disabled Beneficiary
April 25, 2019If you intend to benefit a disabled child or beneficiary with an inheritance, you better get to amending your Living Trust….
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