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PINCH HITTER ON DECK—SERVING AS SUCCESSOR TRUSTEE FOR A CALIFORNIA REVOCABLE LIVING TRUST Revocable living trusts are immensely valuable tools in estate planning.  During life, the trust’s grantor (a/k/a “settlor” or “trustor”) can continue benefiting from trust assets as a named beneficiary—and even continue controlling trust assets as trustee.  Upon death, assets held in the […] Read more

In yesterday’s post, we talked about second marriages and how that can complicate in the state plan. And then we kind of talked about the types of problems that can arise with the state plans when you have a second spouse and you have kids from a previous marriage and how you might have issues […] Read more

Today’s topic is a hot one in the world of estate planning. Florida state planning in particular is pretty crazy when it comes to second marriages. So I may use some examples from Florida even though this is really you know, a national issue no matter what state you’re, you’re listening in. And an examples […] Read more