Client Only Workshops - In a continuing effort to educate and empower clients while fostering a long-term relationship, we offer our Rcare clients workshops on a variety of estate planning issues.
EP 101 - Whether you currently have a living trust as part of your estate plan or are interested in how one might work for you, we encourage you to take the time to come visit with us.
Estate Planning Tools
Living Trusts - Effective substitutes for wills, Living Trusts have become the estate planning tool of choice for most Californians. Properly drafted and funded, they help by avoiding probate, unnecessary taxes and expenses. They are also superior for planning for the possibility of a cognitive incapacity prior to one's death.
Powers of Attorney - A power of attorney appoints someone to act on your behalf in business and legal matters when you are unavailable or unable to manage your own affairs.
Wills - Wills have been utilized for hundreds of years. The written instructions created during your lifetime govern the distribution of your property after death.
Advanced Estate Planning - "Advanced Estate Planning" refers to the implementation of legal tools and techniques designed to reduce or eliminate Federal Estate Taxes. Some techniques are used primarily to further a business purpose or to provide asset protection from creditors, while simultaneously providing an estate tax benefit.
Probate - Although living trusts have been around for centuries, only recently have they achieved a high degree of popularity among the general public. The reason for this surge in popularity is that living trusts help to avoid probate.
Trust Administration - A trust is a legal relationship, usually evidenced by a written document called a "Declaration of Trust" or "Trust Agreement," whereby one person, called the "Trustmaker," transfers property to another person, called the "Trustee," who holds the property for the benefit of another person, called the "Beneficiary."