Suze Orman estate plan part two – what’s a general transfer?

I got my court’s calendar notes today for my recently filed Heggstad petition where the decedent had done a Suze Orman trust. Different counties call them different things – calendar notes, tentative ruling, etc… but basically it’s the Court’s preliminary thoughts on the case after reviewing what has been filed. It says: Settlor executed a […]

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California Living Trust Package

What documents should your California living trust package have?  A lot of clients think a trust is the only document. However, it’s not. Far from it!  There are a number of documents that a properly prepared California revocable “living” trust package should have. Here is a brief summary of each: California Revocable Living Trust – […]

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