Posted in: Estate Planning Advice, Posted On: 07-07-2014, Posted By: Steven Schroeder

A friend or family member has recently passed away and has appointed you as the executor of their will.  So what know? 

The executor of a will is tasked with the responsibility of carrying out the decedents wishes as expressed in their will.  This entails enormous...

Posted in: Estate Planning Advice, Posted On: 16-06-2014, Posted By: Steven Schroeder

What is a Living Trust? 

A Living Trust is a legal document which acts a lot like a Will but does so much more.  It is extremely flexible, allowing you to do more than what a Will allows.  Title to your assets is transferred...

Posted in: Estate Planning Advice, Posted On: 14-05-2014, Posted By: Steven Schroeder

Top Three Reasons for Setting up a Revocable Trust & Avoiding Probate


1. Probate Avoidance

Probate is a court process which involves collecting a decedent's assets, notifying creditors, paying liabilities, and distributing the remaining assets to heirs.  In California the time needed to probate a decedents...

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