Asset not in trust after death… let’s Heggstad it!

Calls are coming in almost daily from people who are administering their parent’s, or other loved one’s, trust after death.  The calls are sounding similar… “my dad died and his stocks were not in the trust” or “my mom died, she had re-fi’d her house but never put it back in the trust.”  I get […]

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How simple is a simple trust?

I am preparing some notes for a presentation I am making next week to some CFP students at UC Davis Extension. I have taught the whole 10 week class, in estate planning,  before.  This time I will be a guest lecturer in the tax class for CFP students. I will talking about the taxation of […]

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