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...
If You Own a House in San Diego You Should Have a Trust
If you own a house in San Diego you should have a 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. All assets, including your home, that are not protected by a trust must...
How Often Should You Adjust and Update Your Trust in San Diego
How often should you adjust and update your trust in San Diego? Once an estate plan is generated and your trust(s) are established and funded aren't you finished? The simple answer is no. Life changes. Finances change. The behavior and needs of your heirs and beneficiaries change. The value of...
A Simple Will is Not Enough for Most in San Diego
It may surprise you to learn a simple will is not enough for most in San Diego. Some people think that since they have a will all of their assets will be distributed according to their wishes as a simple transaction. Unfortunately, things are rarely that simple and wills are...
Those in a Blended Family Should Consider a Trust
It may not have occurred to you that those in a blended family should consider a trust? How can Allen Barron help to protect your interests as you start a new family or consider estate planning as part of a blended family? Blended families have become much more common here...
Update Your Living Will or Trust – Provide Authorization for Online Assets to Executors and Trustees
One reason to update your living will or trust in San Diego is to ensure your trustee or executor has authority and electronic access to digital accounts and assets. When a person passes away, the deceased's assets are distributed pursuant to a trust or will (or according to the California...
What if the Trustee and Beneficiaries Could Ignore your Instructions and Re-Draft Your Trust After Passing?
What if it the trustee and beneficiaries could ignore your instructions and re-draft your trust after passing? Is it possible for your heirs and the trustee of your and your spouse's trust to ignore your wishes, and simply get together and re-write the terms of the trust and divide things...