California Wills

Ten Essential Tasks for Every Trustee

Posted on Dec 20, 2016 in California Wills, Estate Planning, San Diego Lawyer | Comments Off on Ten Essential Tasks for Every Trustee

Ten Essential Tasks for Every Trustee So you’re the trustee, now what? Here are the ten things every trustee is responsible to do.What is a Trustee? Merriam-Webster’s dictionary defines a trustee as “one to whom something is entrusted.” In a legal sense, we’d define a trustee as a person or organization that has been given responsibility for managing someone else’s property or money through a trust. What does a trustee need to do?  1 – Invest and manage the assets. Trustees have an obligation to invest trust assets with minimal risk of loss. If an...

Read More

Choosing a Guardian for Your Minor Children- 7 Things to Consider

Posted on Aug 10, 2016 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Choosing a Guardian for Your Minor Children- 7 Things to Consider

Seven Things to Consider When Choosing a Guardian for Your Minor Children Who would take care of my kids if something happened to me? Would they be okay? We’ve all had these thoughts and although its not something we like to think about it is something we should think about. It is something we should not only think about but do something about now, while we can. Choosing a guardian is not something to take lightly. It is something to think about and plan while we are alive and well and can make good decisions. With the right plan we can make sure our kids are well taken care of no...

Read More

8 Documents You Need in Your Estate Plan

Posted on Jul 13, 2016 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on 8 Documents You Need in Your Estate Plan

8 Documents You Need in Your Estate Plan What you need in your Estate Plan from California Estate Planning Attorney, Gary Quackenbush of GQ Law. What exactly is a “complete Estate Plan”? You’ve probably been told to get a Will or a set up an Estate Plan at one point or another in you adult life but what exactly does that mean? Here is our quick list of the 8 most important documents to have in your Estate Plan. 1 – Living Trust The first thing you need in your estate plan is a Trust. Every good Estate Plan needs a Trust at its core. The Trust is what gives the...

Read More

4 Ways Your Trust Can Become Unfunded or Invalidated

Posted on Mar 5, 2016 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on 4 Ways Your Trust Can Become Unfunded or Invalidated

With Attorney Gary Quackenbush on WOW (Word on Wealth – www.KPRZ.com – 1210AM radio in San Diego, CA) today we covered: 4 Ways Your Trust Can become Unfunded or Invalidated Post death funding of a Trust If the property (house, bank account, car, etc.)  is not in the Trust when the Trust creator dies, you’ve got a big mess on your hands. You will probably be required to go to Probate court and have a judge transfer it to the trust. The process is very slow and expensive. If your property is not in your trust when you die, the Trust could become unfunded or invalidated. How...

Read More

Three Common Trust & Estate Planning Mistakes

Posted on Feb 11, 2016 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Three Common Trust & Estate Planning Mistakes

Three Common Trust & Estate Planning Mistakes Today on our radio show we listed out three common trust & estate planning mistakes people make. Read on to review our list and see if you’ve made any of the common mistakes. On the radio with Gary Quackenbush and Marty Schneider, the Retirement Professor. K-PRAISE 1210am:     Three Common Trust & Estate Planning Mistakes   1 – Funding not done or not done right. To be done correctly, the house must be deeded to the Trustee of the Trust. All personal property needs to be assigned to the Trustee. Bank accounts should be in...

Read More

Top Five Problems with Trusts & Wills

Posted on Feb 2, 2016 in California Probate, California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on Top Five Problems with Trusts & Wills

Top Five Problems with Trusts & Wills Today on my weekly radio show with Marty Schneider, “The Retirement Professor“, I answered questions about California estate planning and Living Trusts. Marty asked me what were the most common problems I see with estate planning. I answered him with my list of the top five problems with Trusts & Wills. I see too many people who do not have proper documents when they become disabled or die. They may have some documents like a Will or Trust, but here are the top five problems with trusts and wills: Trust Problem #1...

Read More