Trusts & Estate Law

A will or a trust which is procured or obtained by undue influence may be declared void or invalid undue influence is thought of as fraud coercion duress over persuasion and may involve lies and when...

So what is a will, and why do I need a will? There's a lot of misinformation out there about wills and what a will does and does not do. Many people think, "Well, if I have a will,...

yes I'm Richard loek and the president and founder oven onesta wealth management and calrima financial & Insurance Agency Inc we specialize in our five key elements an effective...

well estate planning is is something that well i'll set your worries at ease if you don't have an estate plan Frank the state of California wrote one for your and your your...

Meador: Well, you talked about the minor beneficiaries and trusts and how that worked out. Give us more detail about that. Peterson: Yeah, so typically with minor beneficiaries . . . remember before...

Meador: What are some of the non-positive things? Peterson: Okay, so the cons of the will are wills go through probate. That's number one. So you are going to have to go through the probate...

Meador: What are some of the common types of trusts that, as a certified financial planner, I might see that come into my office? Peterson: There's several, so one of them that you probably...

Meador: Well so talk to us a little bit more about the taxation of trust. Peterson: So depending on what kind of trust that you have there's going to be different tax implications those. So if...

[Music Playing] Meador: Now, basically, we're talking about estate planning options. What are some of the options in terms of estate planning at this point? Peterson: Well, there's...

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