Category Archives: Living Trusts

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Should Your Child Be Your Executor?

Posted on January 8, 2013 by ML

Most of our new clients come to their Initial Meeting with the idea that they should name one of their children as the Executor of the Estate (the “financial fiduciary”). Worse yet, some new clients ask us to set up … Continue reading →

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Prepare Your Legacy Statement

Posted on August 20, 2012 by Paul D. Hunt

All of our clients, and people who’ve attended my public lectures, know that I am a great believer in ‘Legacy Planning.’ As a lawyer, I know that good Legacy Planning avoids serious (and often predictable) legal disputes, and the ugly … Continue reading →

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I Have a Living Trust – Now What? Part 4: Review & Renew

Posted on July 27, 2011 by Paul D. Hunt

4. Review and Renew Remind yourself to review your Living Trust and related documents on a regular basis, and certainly review these documents at any time there is a significant change in your financial or family situation. A change in … Continue reading →

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I Have a Living Trust – Now What? Part 3: Tasks

Posted on July 25, 2011 by Paul D. Hunt

3. Complete the Organization Tasks that will make the administration of your estate easier! Create an Asset Inventory List, so that your successor trustee knows what accounts, assets, and policies are owned by the Trust. Create a Personal Property Memorandum, … Continue reading →

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I Have a Living Trust – Now What? Part 1: Fund the Trust

Posted on July 20, 2011 by Paul D. Hunt

So now that you have created a Living Trust, you most likely have in your possession these six essential financial documents: (1) the Living Trust Agreement, (2) the Pour-Over-Will, (3) the Durable Power of Attorney, (4) the Grant Deed, (5) … Continue reading →

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Funding Your Trust: Grant Deeds

Posted on July 12, 2011 by Paul D. Hunt

One of your biggest assets is most likely your home and other real estate properties. In order that these properties be “funded” into your Living Trust, you must create, sign and notarize, and record a new Grant Deed. In our … Continue reading →

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East Bay Estate Planning Presentation – “Tips, Traps, & Solutions”

Posted on June 7, 2011 by Paul D. Hunt

Please join us for an informative presentation about Estate Planning given by Bay Area Attorney Paul Hunt: Thursday, June 16, 2011 Montclair Bistro Piedmont, California 6:30 p.m. – 8:00 p.m. This seminar will cover all of your questions regarding Living … Continue reading →

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Why I Love the Revocable Living Trust

Posted on May 16, 2011 by Paul D. Hunt

The revocable living trust, or the “living trust”, is one of the most popular estate planning tools. I recommend it to approximately 95% of my clients. I recommend it so much that I sometimes forget to remind myself why I … Continue reading →

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How to Ruin Your Estate Plan

Posted on May 6, 2011 by Paul D. Hunt

Too many people take shortcuts with their estate plan. Eventually they (or usually, their families) will discover that their legal “safety net” has fallen apart, just when it is needed the most. Here are the sure-fire ways that anyone can … Continue reading →

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What an Estate Planning Paralegal Can Do For You

Posted on April 5, 2011 by Paul D. Hunt

Behind every well-organized estate, there stands an experienced estate planning paralegal. Here are the four areas of responsibility that you should have an estate planning paralegal help you with: 1. Initial and continuous “funding” of your Trusts The number one … Continue reading →

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