Estate Planning

Basics of Modifying a Living Trust

Can I modify the terms of a living trust? I run across this question a lot in my office and online from spouses and children of families who have created living trusts to protect their families and assets. The short answer is this: It depends. Let’s look at some ways a living trust can be [...]

By |2015-11-21T18:19:49-08:00November 21st, 2015|Estate Planning, Probate|0 Comments

The Importance of Nominating Guardians for Your Minor Children in an Estate Plan

Many times people put off making an estate plan because they get busy. After all, we all have plenty of things to do—go to work, pick up the kids from school, take care of household chores, and on and on. Well, I’d like to give you a friendly nudge, especially if you have minor children. [...]

By |2016-04-16T10:32:30-07:00October 13th, 2015|Estate Planning, Life Stuff, Probate|0 Comments

If You Have a Living Trust, Remember to Properly Title Your Real Estate Assets After Refinancing Your Properties

So you went to an estate planning attorney, got your living trust together, and executed all the papers. But the one thing you forgot to do is title your properties properly, indicating you are holding them as the trustee of your trust. Failure to properly title your properties can cause title problems down the road, [...]

By |2020-06-16T20:17:36-07:00October 5th, 2015|Estate Planning|0 Comments

Things You Are Doing That Are Killing Off Your Rental Property Revenues: You Do Not Have an Estate Plan

In celebration of our new website look, we wanted to bring back our weekly blog posts. Today’s topic is one that many of us think about from time to time. However, it’s something that we put off working on, and as you can guess, it’s about estate planning. In this latest series of posts, I [...]

By |2020-06-16T20:17:36-07:00September 14th, 2015|Estate Planning, Landlords, Life Stuff|0 Comments