If you own your home in California you should have a revocable trust and an estate plan to avoid the substantial expense of probate, protect your assets and ensure your beneficiaries receive the benefit of your wishes. Key Takeaways About If You Own Your Home in California You Should Have...
Legal and Accounting Services for Trustees and Executors
Allen Barron provides legal and accounting services for trustees and executors here in San Diego, and throughout the State of California. Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to serve as the executor of an estate or the trustee...
What Do You Need to Know About a Trust and Why?
Most US homeowners and business owners understand the importance of an estate plan; they just never seem to get around to completing the task. What do you need to know about a trust? Why are trusts a central component of any estate or business succession plan? A trust is a...
Listen to ABCast Episode 15 – A Primer on Trusts
We invite you to listen to ABCast Episode 15 - A Primer on Trusts which is now available in our series of podcasts focused upon the legal, tax, accounting and business consulting services provided by Allen Barron, Inc. In this podcast, we begin with an overview of several key terms...
ABCast Episode 3 – Estate Planning and Trusts
We've released the latest episode of our podcast, ABCast Episode 3 - Estate Planning and Trusts. In this episode experienced San Diego estate planning and trust attorney Janathan Allen discusses many aspects of why the majority of San Diegans not only need an estate plan, they require a trust. What...
Review and Update Your San Diego Trust
There are many sound reasons to review and update your San Diego trust every three years or so. Laws change, lives change, people change, businesses change, the needs of spouses and families change. The estate planning and trust attorneys at Janathan L. Allen, APC and the accounting and tax professionals...
Who Pays an Executor’s Legal Fees
Here in California there are many reasons why an executor should hire an attorney, but who pays an executor’s legal fees? In most cases, the estate will pay reasonable attorney fees and costs for the executor. These do not have to come out of pocket. Why would an executor need...
Will or Trust in Southern California – an Obvious Choice
As experienced trust and estate planning attorneys we are often asked which is better - a will or trust in Southern California? Simply stated, if you own any real estate whatsoever, or have more than a few thousand dollars in your accounts a revocable trust is almost always the least...
Can Establishing or Reviewing a Family Trust Save You Money?
Can establishing or reviewing a family trust save you money? The bucket full of cash may be understating the matter, as an effective estate plan avoids expensive and time-consuming Probate Court. The financial picture has changed for many spouses and families since they established a family trust or A-B...