Many Americans dream of retiring overseas or splitting their time between the United States and another country. Whether you're relocating permanently, becoming a dual resident or simply spending several months each year abroad, one important question often gets...
One of the most common questions I receive is whether an adult child, sibling, friend or other trusted person may attend an estate planning meeting or pay for a loved one's estate plan. The answer is yes, but only with appropriate safeguards. Under California law, an...
One of the most common questions I receive is, "I already have a trust. I just need to make a few changes. Why would it cost so much?" It's a fair question. Many people assume that changing a few names, updating beneficiaries or replacing a successor trustee should be...
One of the biggest misconceptions I hear is that, if you have a living trust, there are no costs after you pass away. The truth is that both probate and trust administration involve legal and administrative work. The difference is that trust administration is usually...
When people think about estate planning, they usually focus on major assets such as their home, investment accounts or retirement savings. Ironically, those assets are often the easiest to divide. The greatest source of family conflict is personal property: jewelry,...
Many people create a living trust and later decide they would like to change its name. Perhaps they got married, divorced, purchased additional property or simply wanted a name that better reflects their family's legacy. The good news is that changing the name of your...
