20th Jun 2013

A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the funds will generally not be subject to probate. The payable … more

13th May 2013

The best way to avoid probate in California is through a living trust. But, there are other ways to avoid probate as well.  Joint tenancy ownership avoids probate as long as one or more of the joint tenants are surviving. … more

9th Dec 2012

Dwight Edward Tompkins,Estate Planning Lawyer. Tompkins-Law.com 

10th Dec 2011

Presented by  Orange County Estate Planning Attorney, Dwight Edward Tompkins.   714 385-0044.  CaliforniaFamilyTrusts.com This blog is intended for informational and educational purposes only, and is not a substitute for legal advice from a qualified attorney in your jurisdiction. 

Video: Can I See My Credit Report?

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28th Oct 2011

  Tompkins-Law.com  Dwight Edward Tompkins Estate Planning Attorney  This blog is intended for informational and educational purposes only and is not intended as a substitute for legal advice from a qualified attorney in your jurisdiction. 

4th Aug 2010

An incapacitated person is deemed to lack legal ability to act; i.e., make legal decisions, sign documents, enter into agreements, etc. There are 3 principal ways to protect yourself in the event of incapacity.  The 3 protections are to execute … more

THE REALITIES OF OFFSHORE ASSET PROTECTION

By : | Category : Assets, bank accounts, banks, Clients, Confidentiality, Financial Planning, Law | Comments Off on THE REALITIES OF OFFSHORE ASSET PROTECTION

9th Jul 2010

The days of moving money to an offshore account are gone — The United States is the only industrialized nation that taxes its overseas citizens, subjecting them to double taxation:   taxation in the US and in the country of residence.   … more

13th May 2010

Elder Abuse is a growing problem due to the fact that Americans are living longer and the fact that many families are not prepared to handle their aging parent or family member.   This sometimes leads to abusive treatment of the … more

7th Apr 2010

Funding a living trust or family trust is a critical step in achieving the goals of the trust estate plan. Failure to properly fund a trust will result in an overall failure of  the trust itself to carry out its … more