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Grech Legal

PENINSULA: 650-549-7728
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SE HABLA ESPANOL

PENINSULA: 650-549-7728
SOUTH BAY: 408-214-0385
EAST BAY: 510-270-5602
SE HABLA ESPANOL

Promoting a Proactive Approach towards Financial Security

Promoting a Proactive Approach towards Financial Security

Estate Planning

What makes a change of trustee suspect?

When creating an estate plan, one of the most important decisions is selecting a trustee to manage assets for beneficiaries. The trustee has significant control, so any changes warrant scrutiny. There are several warning signs that indicate potential suspicion with a...

3 reasons to set up a trust

Planning for the future also means planning for the unexpected and the end of life. While a will directs who receives your assets, a trust lets you name a legal trustee to ensure that how you want your property and assets distributed happens as it should. Among the...

When should I update an estate plan?

Though you have already taken the time to plan your estate, periodic follow-ups can ensure that your plans continue to address your needs effectively. Here are a few examples of when an update could be necessary. Changes to your assets Increasing your wealth could...

What do I need in an estate plan?

An estate plan can be as complex or as simple as you prefer. However, the more detailed you are in your estate plan, the easier the process is for your family after you pass. Plans you should include There are at least five things you should consider including in your...

How does probate work in California?

Understanding the probate process in California can inform your estate plan. With probate, the court supervises your chosen personal representative as he or she administers your will. Review these considerations regarding California probate when you begin planning...

How Do Living Trusts Enhance An Estate Plan?

It’s challenging to think about the contingencies necessary for a carefully considered estate plan. Most people don’t want to think about their death or the disputes that commonly envelope families once they’re gone. Living trusts are tools that can give you more...