Estate Planning Blog From a Southern California Perspective

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Who Moved My Cheese? Estate Tax Exemption Set to Fall to $1MM January 1, 2013
Estate Tax Exemption Set to Fall to $1MM January 1, 2013
Why Having a Bypass Trust in Your Revocable Trust Might Still be Relevant
“A” Survivor’s Trust and “B” Bypass Trust
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 4)
Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 3)
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren
PROVIDING CREDITOR PROTECTION AND STRETCH-OUT OF YOUR RETIREMENT ACCOUNTS FOR YOUR CHILDREN OR GRANDCHILDREN (PART 2)
This specially crafted trust is called a Retirement Protector Trust™. Your children or grandchildren can be the beneficiaries of this powerful trust.
Providing Creditor Protection and Stretch-Out of Your Retirement Accounts for Your Children or Grandchildren (Part 1)
Retirement accounts often account for the largest portion of a couple’s estate
California Advance Health Care Directives and End-of-Life Decisions
Coordinating Your Retirement Plans with Your Estate Plan
Trust and Estate Planning attorney Brenda Geiger discusses how to properly coordinate your Retirement Plans with Your Estate Plan
How to Avoid Trust Funding Mistakes
Brenda Geiger, Carlsbad Trusts and Estate Planning lawyer, explains how proper trust funding is critical in your estate plan.
Do-it-Yourself Will Doesn’t Work in Florida Supreme Court
A do-it-yourself will doesn't work in many circumstances as explained by Brenda Geiger, J.D.

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