The following is an extensive (although it certainly is not designed to answer all of your possible questions) article discussing estate planning, particularly the use of the Living Trust (also called the "Revocable Trust" or "Revocable Family Trust", or similar name) to both plan the distribution of an individual (or couple's) estate as well as to manage assets in a reasonable manner in the event of a disabling injury, illness or simply the ravages of advancing age.

Click of an area of interest, or simply read the article (one page at a time) or download a copy (which does not include the changes in federal estate tax law effective 2002, which articles are currently in revision, but are included on the web site) of the entire article in Adobe Reader (.pdf), WordPerfect (.wpd) or Word (.doc) formats:

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You may also be interested in down-loading brochures from the State Bar of California covering the same issues, in different detain, as our information.  Click on the document name to take you directly to the down-load. 

Do I Need a Living Trust?

Do I Need a Will?

Do I Need an Estate Plan?

As always, remember the caveats.


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