What’s the Difference: Revocable vs Irrevocable Trust
When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.
Jared Ong
April 18, 2022
Death and Taxes: Forms to File for Decedent Estates
Be prepared for the passing of a loved one by first understanding which forms must be filed for the decedent’s estate, including IRS Form 1041.
Jared Ong
March 9, 2022
What is Considered a Breach of Fiduciary Duty?
On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health
Jared Ong
February 14, 2022
Joint With Rights of Survivorship: Preventing Account Limbo
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?
Jared Ong
September 9, 2021
What Happens to Your Money When You Die?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires.
Jared Ong
September 3, 2021
Breaking Down California’s Master Plan for Aging
As baby boomers enter their golden years, the over-60 population in the United States is soaring. Higher life expectancies and lower birth rates are increasing
Jeremy Lau
May 13, 2021
3 Primary Types of Trustees to Consider
As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,
Jeremy Lau
March 23, 2021
What Is the Role of a Trustee?
When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may
Jared Ong
March 5, 2021