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Blog Posts in December, 2023

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  • Your Irrevocable Trust IS Modifiable
    Your Irrevocable Trust IS Modifiable

    Did you know that irrevocable trusts can be modified? If you did not, you are not alone. The name lends itself to that very misconception. However, the truth is that changes in laws, family, trustees, ...

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  • Pros and Cons of Sharing Your Estate Plan Details With Your Loved Ones
    Pros and Cons of Sharing Your Estate Plan Details With Your Loved Ones

    When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your plan and how much information to share with them. Estate ...

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  • How Much Authority Does a Trustee Have Over the Stuff in My Trust?
    How Much Authority Does a Trustee Have Over the Stuff in My Trust?

    A trustee is a person or entity responsible for managing and administering your trust according to your instructions and in accordance with state law. They are considered a fiduciary (meaning they are ...

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  • INGs No Longer an Option for Californians
    INGs No Longer an Option for Californians

    California Governor Gavin Newson recently signed legislation that treats incomplete gift nongrantor trusts (INGs) as grantor trusts for state income tax purposes. Retroactive to January 1, 2023, ...

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