As your assets grow, your trust should grow with you. Did you know your trust’s Schedule “A” can be used as evidence you intended to avoid probate?
INTELLECTUAL PROPERTY. copyright, trademark, patent, royalties, residuals and more.
FIREARMS. Antiques, semi-automatics, hunting rifles and more. What you need to know.
ART: inventory, appraisal, insurance, taxes, estate planning and more…
Best practices for funding your trust– and keeping it funded.
As the financial landscape and economy in general continues to move in the direction of digital content, estate planners need to be advising their clients about how to handle digital assets.
In California you may own property in the following ways:
If you own real property in the state of California, you should be aware of how you hold title to your property and how that title may affect your estate planning goals. Learn more here:
What is an estate? I can’t tell you how many people aren’t sure what makes up their estate or what their future estate might look like with a financial plan. Here’s what you need to know: