Learn More About Your Estate Planning Options in Our Collection of Informative Articles

1 2 >

Page 1
What Happens If You Don't Fund Your Trust? How to Avoid A Probate Nightmare
Even the best trust can fail if it's not funded correctly. Find out how to protect your estate from unnecessary probate in California.
Why Choosing the Right Marital Trust for Your Marriage and Estate is Key
Discover which marital trust fits your marriage and estate best. Learn the pros, cons, and tax impacts of five key planning options.
Learn the Latest Estate Planning Tips and Traps to Make Sure Your Assets Pass to Your Heirs in the Most Protective and Efficient Way Not Only to Avoid Probate in California but Save on Unnecessary Taxes with Secrets of Great Estate Planning, Fourth Edition
Secrets of Great Estate Planning, Fourth Edition Released, Your Guide to Estate Planning in California Just Released
Four Common Mistakes Families Make that Cause a Probate Even Though They Had a Trust
Four common reasons families end up in Probate Court in California even though they had a trust. Learn how to avoid these common mistakes with proper planning.
Learn What Four Documents You Need to Help Protect Your Young Adult Child Now That They are Over 18
Learn what legal documents are critical to have on board to protect your young adult child in case they become ill or injured and can't make their own decisions
A Retirement Protector Trust is a trust that acts as a shield or barrier to insulate the principal of your IRA, 401 (k) or other qualified retirement account from the trust beneficiary's creditors, a bankruptcy, a lawsuit, or a divorcing spouse after they inherit the accounts from you.
What is a Retirement Protector Trust (aka Retirement Plan Trust)?
Proactive Planning with a Spousal Lifetime Access Trust
Proposed Estate Tax Law Change Could Affect Your Plans for Protecting Your Family
Planning for Long Term Care vs. Crisis Planning
Read an excerpt from Attorney Brenda Geiger's free book "The Smart Family's Guide to Protecting An Aging Parent from a Long Term Care Financial Crisis in California"
10 Tips for Choosing the Right Estate Planning Attorney for You
Brenda Geiger lists the top 10 unbiased tips on choosing the right estate planning attorney for you and your family's needs.

1 2 >