Many Marin County Married Couples Have Antiquated Bypass Trusts That Need To Be Changed Now

Many Marin County Married Couples Have Antiquated Bypass Trusts That Need To Be Changed Now Until recently, estate planning was mostly about avoiding or minimizing the dreaded estate tax.  From 2001 to 2009, the federal estate tax exemption amounts vary widely and unpredictably.  By way of example, in 2001, the estate tax exemption amount was…

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What is Trust Administration?

To better understand trust administration, one must have a general understanding of a revocable living trust.  To begin with, a revocable living trust is a popular estate planning device used by many responsible individuals to avoid a court imposed conservatorship (incapacity) or a court imposed probate (death).  With a revocable living trust, assets are administered…

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