Trusts and Estates in May 2010

Recent Blogs
  • Heads Up – Roth Conversions Looking Better

    Attention High Income Taxpayers. Several months ago our newsletter was devoted to the favorable tax law provisions for Roth conversions in 2010. Since then there has been continued publicity in the fi ... Read more

  • San Francisco Trust and Wills

    Does a Trust Replace a Will in San Francisco? Although a trust can partially substitute a will, it cannot entirely replace a will in all cases. Trust fund basics While most people understand the conce ... Read more

  • Types of Trusts in California

    Following is an overview of the types of trusts available for residents of California, based on estate planning information on my website. It’s important to remember: Trusts do not “elimin ... Read more