Tag Archives: Trusts

Why Seniors Need to Be Careful With Deed Transfers

April 13, 2014


It is not uncommon for elderly homeowners to sign deed transfers giving their homes to a child (or children) in hopes of reducing estate taxes, avoiding probate or to protect the home in case of long-term care claims.  However, this can be a clumsy – and potentially disastrous — way of trying to accomplish these […]

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Caring for Your Pet With a Pet Trust

February 10, 2014

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According to a recent Wall Street Journal article, pet ownership in the U.S. is now at record levels, and the trend of providing for pets in a will is growing. However, writing your pet into your will is not the right way to provide ongoing care for your furry or feathered friends – instead, choose […]

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10 Things to Do When You Are Appointed Trustee of a Trust

November 4, 2013


It’s no misnomer that a position with so much responsibility carries the name “trustee”.  After all, you have been entrusted with a solemn responsibility – California law even requires that you fulfill your duties under a Prudent Investor Rule – and you no doubt want to do the best possible job. Here are 10 things […]

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