How to Make a Wise Decision when Appointing Trustees and Beneficiaries

By : | Category : Beneficiaries, benefits, california estate planning attorney orange county, Trustee Powers, Trustees | Comments Off on How to Make a Wise Decision when Appointing Trustees and Beneficiaries

24th Jan 2017

One of the most important decisions you will ever make in your lifetime is whom to appoint as the trustee or beneficiary of your estate in the event of your death. Once you have filed your Final Will and Testament … more

Reverse Mortgage Infomercial with Jeff Krolosky

By : | Category : Assets, benefits, Estate Planning, Financial Planning, Money, Real Estate, Reverse Mortgage, Video | Comments Off on Reverse Mortgage Infomercial with Jeff Krolosky

14th Mar 2014

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Discretionary Trusts vs. Non-Discretionary Trusts

By : | Category : Backpacking, benefits, Dwight Edward Tompkins, estate planning attorney, Orange County, Trustees, Trusts | Comments Off on Discretionary Trusts vs. Non-Discretionary Trusts

10th May 2013

When setting up a trust that will go on after the death of the settlor, there are basically 2 kinds of trusts:  Discretionary and non-discretionary. A Discretionary Trust gives the trustee the discretion to distribute to or pay for the … more

29th Apr 2013

The terms “heir” and “beneficiary” are often used interchangeably by many people and I do so as well from time to time. However, there is an important difference between an “heir” and a “beneficiary”. An “heir” is someone who has … more

Estate Planning Lawyer Outlines the Benefits – and Risks — in Amending Your Will or Living Trust in California

By : | Category : benefits, Estate Planning, risks | Comments Off on Estate Planning Lawyer Outlines the Benefits – and Risks — in Amending Your Will or Living Trust in California

12th Mar 2013

Estate planning documents such as a will or living trust are not manuscripts written in stone, so to speak.  Either the whole or parts of it may be changed.  In fact, if you already have a will or living trust, … more