In: Living Trust
Living Trust Administration on the Death of a Trustor Part 1
May 12, 2014The following was written by Attorney Jack E. Stephens, for the professional manual, Rules of Trust Administration in California, regarding the admistration…
Read MoreEstate Planning with Protective Inheritance Trust (PIT) Provisions
September 26, 2013Okay, you’ve got a child who doesn’t understand marriage and is twice-divorced; a child who attracts lawsuits like teenage groupies to…
Read MoreEstate Planning with the Home and Other Real Property
September 19, 2013Okay, put down the remote and give me 5 minutes. We need to talk about Estate Planning with your home and…
Read MoreEstate Planning with Retirement Plans (IRAs, Roths, 401Ks, etc.)
September 12, 2013This subject led me to write a book in the late 90s called Avoiding Tax Traps In Your IRA which was…
Read MoreStop Your Trust Amendments Before It’s Too Late!
August 20, 2013Would you like everyone you have ever mentioned in your Trust to receive a copy of that document? What about ex-friends,…
Read MoreThe IRA Tax Trap- Designating the Living Trust as the IRA Beneficiary
August 13, 2013Remember when you arranged that IRA with the financial institution and received a “bunch of papers”? Yeah, one of those “bunch…
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