Do I need a living trust in California? My partner Jay came across an article in Kiplinger’s personal finance magazine entitled “Why You Don’t Need a Living Trust”. After reading the article I sent an email to the appropriate department lambasting them for writing such an irresponsible and misrepresented piece. The most shocking part was…
Welcome to Straight Talk. We at Legacy Legal and Family Legacy Trainings appreciate your enjoyment of our weekly insights on the relationship between estate planning, tax law, financial matters and human dynamics. Today I want to focus on a simple (not really) question that we get asked many times by people. Do I need a…