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Roger Billings, Estate Planning Attorney -
Recent Posts
- Is a Conservatorship Right for Your Family? Part 1: Disadvantages
- Responding to Probate Court Petitions
- The Election’s Impact on Estate Planning
- Does it Count as Book Burning When it is a Book of Legal Citation Formats?
- Courts Increasing Scrutiny of Conservatorships
- Getting a Conservatorship Protected Their Mother
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Category Archives: Living Trusts
Best of Blog: Thanksgiving Post – How to Talk Finances with the Family
Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift. Ideally, executing a will or trust is unselfish. The intent is to benefit the heirs, while the planner … Continue reading
Posted in Best Of Blog, Estate Planning, Living Trusts
Tagged Communication, Family, Holidays, Undue Influence
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What is a Pour-Over Will? – Estate Planning Basics
It is time to get back to basics. A Living Trust takes the place of a Will. The Trust specifies how the estate is going to be disposed and who has the responsibility for carrying out its instructions. See … Continue reading
Posted in Estate Planning, Estate Planning Basics, Living Trusts, Probate, Trust Funding, Wills
Tagged Basics, Estate Planning, Pour-Over Wills, Probate, Suspenders, Trust Funding, Wills
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The Bottom Line for Estate Plans
Lynn Balou, a financial planner in the San Francisco Bay area, published an update of important points to consider in estate planning. Her final exhortation summarizes well the purpose and effect of a good estate plan: Bottom line: Each of … Continue reading
Posted in Estate Planning, Living Trusts, Wills
Tagged avoid intestacy, Estate Planning
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Adding Your Child to Your Bank Account is Not Such a Great Idea
A common means of avoiding probate is to put your child’s name on all of your accounts. This can create some serious problems, not least of which is if a creditor goes after your child’s assets and is able to … Continue reading
Posted in Beneficiary Designations, Estate Planning, Living Trusts, Probate
Tagged Beneficiary Designations, Estate Planning, Living Trust, Probate
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Not All Deeds Are Created Equal: An Estate Planning Vocabulary Tip
“Great acts are made up of small deeds.” Lao Tzu In the legal world, the word “deed” is confusing. Used by itself, it usually refers to a document transferring title to real estate. There are different types of such … Continue reading
Posted in Estate Planning, Living Trusts, Real Estate, Trust Funding
Tagged Estate Planning, Property Deeds, Real Estate, Trust Funding
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Steve Jobs Died Without Owing Estate Tax: A New Urban Legend?
After the death of Steve Jobs last week, opinions started circulating that he was so smart that he even knew how to avoid paying estate taxes better than anyone else. Jobs was smart and he seems to have done … Continue reading
Posted in Celebrity Probates, Charitable Giving, Estate Planning, Federal Estate Taxes, Living Trusts, Trust Funding
Tagged Celebrity Probates, Charitable Giving, Estate Tax, Steve Jobs, Trust Funding, Unlimited Spousal Exemption
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