We Answer Clients’ Popular Questions About Wills, Trusts, and Related Issues

Do I need to put my Restricted Stock Units in a Trust?

Why Should I Add My Trust As An "Additional Insured" With My Homeowner Insurance Carrier?

What is Included in my “Taxable Estate” for Purposes of Calculating if my Estate will Owe Estate Taxes?

Do I need to update my trust when I open a new bank account or buy another piece of real estate?

How do I make sure my assets won’t go to my child’s spouse?

Will our kids have to pay estate taxes on our assets after we die?

I have a large retirement account. How do I handle transferring it to my children after My spouse and I are both gone?

Should I Form My LLC in California or Some Other State if My Rental Property is in California?

Should I Leave My Rental Property in My Revocable Trust or Should I Protect it in an LLC?