In this video, Keith Davidson discusses the factors that comprise a good Trustee selection for your California Trust.
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"Trust planning"
Transferring Wealth to Generation X-Box
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To be honest I have lost track of how we refer to different generations. I know baby-boomers and generation X, I’ve heard tell of generation Y, but I’m lost after that. So let’s just call everyone under age 21 as of now “generation X-Box.” How do you deal with the transfer of wealth to generation…
Coping with Incapacity: How Trust Planning Is Life Planning
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How does your trust help you while you’re alive? Many people think of trusts as death planning instruments–the type of thing that only operates upon your death.
But trusts have a critically important role to play while you are alive in the event you lose capacity. People are living longer and the likelihood of being…
Giving Up Is Hard To Do:How Business Owners Can Exit A Business At Quitting Time.
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Posted in Business Planning
There are times when a business owner wants to get out of business. With the recent down economy many people have either left, or want to leave, their current businesses. But getting out is not so easy, especially when there is a mountain of debt the business has accumulated over time.
A more positive aspect…
The Childish Balancing Act-How to Plan for Children in Your Trust.
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Posted in Trust Creation
Children are a big part of Trust planning, and a big part of Trust litigation (lawsuits) when the planning falls apart (or is not done properly to begin with). There are many factors that affect planning for children, including age, marital status, health, legal or creditor issues, and level of responsibility (or rather perceived level…