Posts Tagged "california attorney"

IRS Telephone Scams Again

Posted on Sep 5, 2016 in San Diego Lawyer, Taxes | Comments Off on IRS Telephone Scams Again

IRS Telephone Scams Again The IRS recently warned, again, of phone based tax scams happening to consumers across the country. They said current IRS telephone scams scammers are specifically targeting students. People should be on the lookout for IRS impersonators calling students and demanding that they wire money immediately to pay a fake “federal student tax.” If the person does not comply, the scammer becomes aggressive and threatens to report the student to the police to be arrested. Real life IRS Telephone Scam Experience Gary’s son-in-law, Clint, was a victim of one of these...

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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 – – 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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What is Probate?

Posted on Apr 24, 2015 in California Wills, Estate Planning | Comments Off on What is Probate?

What is Probate?   Probate is a term that is used in several different ways. Probate can refer to the act of presenting a will to a court officer for filing — such as, to “probate” a will. But in a more general sense, probate refers to the method by which your estate is administered and processed through the legal system after you die. Many people think that “Probate” only applies to those who do not have a will. This is incorrect. Probate is the process that helps transfer your estate in an orderly and supervised way. There is a big difference,...

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