Posts Tagged "california estate plan"

Money and Trusts, Frequently Asked Questions

Posted on Mar 8, 2016 in Estate Planning, San Diego Lawyer | Comments Off on Money and Trusts, Frequently Asked Questions

Money and Trusts, FAQ Marty Schneider, the Retirement Professor, asked me questions the following questions on our radio show today: What happens to money outside of the Trust when the trust creator dies? The money must be transferred to the Trust but may require court orders to make the transfer. Smaller amounts of money can be transferred through the use of Affadavits. How can you make sure that life insurance is in the Trust? You can look in our your original policy or ask the insurance administrator or company to provide that information. How can you make sure the bank accounts are in...

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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...

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Estate Planning for Women

Posted on Aug 25, 2015 in California Trusts, California Wills, Estate Planning | Comments Off on Estate Planning for Women

Estate Planning for Women   While our motto here at GQ Law is that everyone needs an Estate Plan. Today’s post is specifically for the ladies- estate planning for women.. No matter whether you’re single, married, divorced, or widowed, you need an Estate Plan. Although the tools used for estate planning are the same for women and men, there are some differences to consider. Since women are likely to live longer than men, more likely to have custody of children, they tend to face some unique challenges. Additionally, women (generally speaking) psychologically approach the process differently...

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Living Trust Basics: Gary’s NEW E-Book

Posted on Apr 27, 2015 in San Diego Lawyer | Comments Off on Living Trust Basics: Gary’s NEW E-Book

Living Trust Basics   He’s done it again! We all know and love Gary’s first e-book Accidentally Self-Employed and now he’s published a new e-book, Living Trust Basics.   Simple and easy to read, Living Trust Basics is a must read for EVERYONE! Gary answers some of your most pressing Estate Planning questions and teaches you how to make sure your future, your loved ones and your assets are properly protected in case something happens to you. Do I need an Estate Plan? How do I avoid Probate/Conservatorship? What causes Probate? What are Power of Attorneys and do I need them?...

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I’ll Will it to You: Should Parents Tell Adult Children About Their Estate Plan

Posted on Feb 25, 2015 in California Wills, Estate Planning | Comments Off on I’ll Will it to You: Should Parents Tell Adult Children About Their Estate Plan

I’ll Will it to You We’ve all seen the happy little Grandma in a movie scene, sitting with her darling granddaughter who is drooling over her precious pearls and heard Grandma tenderly say “I’ll Will it to you Janey dear.” Some of us have probably even been told we will be “willed” something by our own parents or grandparents. Hearing this as an adult, we’d assume that when Grandma or Grandpa’s time on earth expires, we will get that item free and clear because they “willed” it to us. Since most people do not itemize every...

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