If you’ve been named executor of a loved one’s estate or trustee of their trust, our blog can help you understand your legal obligations and when it’s important to seek professional assistance to ensure that your loved one’s assets are distributed correctly. Contact us to learn more.
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Tips on How to Incorporate Your Digital Property into Your Estate PlanThanks to the Internet, most companies provide you with the option to receive electronic statements, set up auto payments or pay your bills online. Many businesses are in favor of these methods and support online account management and paperless billing. It’s less expensive, more convenient and more environmentally friendly for...
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Learn How a Life Insurance Trust Can Help Minimize Your Estate TaxA life insurance trust is a form of irrevocable trust that invests the proceeds of a life insurance policy into a trust with designated beneficiaries. Most life insurance policies are owned by the insured. The money is paid when the insured dies, but the payment made to the beneficiaries is...
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Jeff Galvin Discusses Avoiding Estate Plan Disputes With John GoralkaJeff Galvin, a highly rated trust litigation attorney, discusses how to avoid family disputes during trust administration with John in this interview. Mr. Galvin is a partner at Downey Brand, LLP and represents clients in trust and estate litigation throughout Northern California. He advises trustees and executors who find themselves...