Posts Tagged "wills and trusts"

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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What is Estate Planning?

Posted on Nov 26, 2014 in California Trusts, California Wills, Estate Planning, San Diego Lawyer | Comments Off on What is Estate Planning?

What is Estate Planning?   We write a lot here on the blog about “Estate Planning” but I realized that some people out there may not know what Estate Planning is, means or includes. Read on for a simple explanation of what Estate Planning is and what it can do for you. An estate consists of anything you own that has value such as your car, house, life insurance policy, checking and savings accounts, investments, jewelry, etc. I have done estate planning in San Diego for 25 years and one thing has never changed – no matter how big or small your estate may be you need an estate...

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Why do I need a Will?

Posted on May 19, 2014 in California Wills, Estate Planning | Comments Off on Why do I need a Will?

California Estate Planning Lawyer Gary Quackenbush explains why everyone needs a California Will as part of a complete Estate Plan. You need a will because you are an individual with possessions, and possibly heirs, that are important to you. You need a will because you want to protect them and their best...

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Estate Planning Explained in 3 Minutes

Posted on May 13, 2014 in California Trusts, California Wills, Estate Planning | Comments Off on Estate Planning Explained in 3 Minutes

California Estate Planning Attorney Gary Quackenbush answers the questions “What is an Estate Plan?” and “Do I need an Estate Plan?” in this 3 minute video. Click on the picture to watch...

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