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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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Tag Archives: Living Trust
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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Can I Avoid Probate of My House by Holding It in Joint Tenancy?
Joint tenancy might be a convenient estate planning shortcut, but it also brings some undesirable risks. Joint tenancy is a form of ownership of property where two or more people hold title to the property with right of survivorship, … Continue reading
Posted in Estate Planning, Joint Tenancy, Probate, Real Estate
Tagged Creditors Claims, Estate Planning, Joint Tenancy, Living Trust, Probate, Wills
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What Is So Bad About Probate and Why Should It Be Avoided? – Estate Planning Basics
Again it is time to get back to basics. Avoiding probate is a primary reason to set up a living trust instead of a will . There are several reasons to avoid probate, and in California particularly the reasons … Continue reading
Posted in Estate Planning, Estate Planning Basics, Living Trusts, Probate, Wills
Tagged Attorneys Fees, Creditors Claims, Estate Planning, Estate Planning Basics, Living Trust, Privacy, Probate, Wills
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What are the Benefits of a Living Trust? – Estate Planning Basics
It is time again to get back to basics. You want an estate plan, but why go to the trouble of setting up a living trust? It may not be a good fit for everyone, but a living trust … Continue reading
Posted in Estate Planning, Estate Planning Basics, Incapacity Planning, Living Trusts, Probate
Tagged Estate Planning, Estate Planning Basics, Incapacity Planning, Living Trust, Probate, Wills
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What is a Living Trust? – Estate Planning Basics
It is time to get back to basics. “Trusts” or “living trusts” are confusing words for many setting up estate plans. Some think a trust is synonomous with a will. Others believe a trust is better than a will, … Continue reading
Posted in Estate Planning, Estate Planning Basics, Living Trusts, Probate, Trust Funding, Wills
Tagged Beneficiaries, Estate Planning, Estate Planning Basics, Living Trust, Trustees, Trustors
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Hidden Perils of Refinancing
Be informed when refinancing a home in a living trust. The secret is out. Refinancing contains hidden perils for homes in revocable trusts. Recently I received a call from a client who fortunately had the good sense to question what … Continue reading
Posted in Estate Planning, Law, Living Trusts, Probate, Real Estate, Trust Funding
Tagged Estate Planning, Living Trust, Probate, Property Deeds, Real Estate, Trust Funding, Updates
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Unfunded Trusts: Pitfalls for the Unwary
Funding the Trust is an essential but often overlooked step towards avoiding a lengthy and expensive probate. Creating a trust instrument, with all of the appropriate instructions, provisos and expressions of intent, is worse than useless if no step is … Continue reading
Posted in Estate Planning, Living Trusts, Probate, Trust Funding
Tagged Dispute Avoidance, Living Trust, Probate, Trust Funding, Wills
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