Posted by Mark Ruiz | Jan 18, 2023 |
I often have clients who are refferred to me for the purposes of Estate Planning and are curious about how the process works. Many clients call my office about a Will or a Trust. Generally, the process involves an initial phone interview where I ask high level questions such as if the client is ...
Posted by Mark Ruiz | Oct 05, 2020 |
As part of my Comprehensive Estate Planning package, I offer a Living Trust, a Durable Power of Attorney and an Advanced Healthcare Directive. My experience is that most people know what a Living Trust is but are not so familiar with what an Advanced Healthcare Directive is. Today I am going to ...
Posted by Mark Ruiz | Sep 21, 2020 |
When people come to my office to create a Will or Living Trust they often ask me if when they pass away whether or not their Beneficiaries will have to pay any taxes on their inheritance. I also get this question frequently from Beneficiaries. The answer to this question generally depends on th...
Posted by Mark Ruiz | Sep 07, 2020 |
Frequently, clients call me to set up a Living Trust. When I ask about their goals, they mention that they would like to protect their assets from potential creditors. At that point, I explain in the nicest possible way so as not to insult their level of knowledge, that unfortunately Living Trus...
Posted by Mark Ruiz | Aug 18, 2020 |
Starting in around March, 2020, right around the time when California and other States went into shut down, I experienced an uptick in inquiries from people interested in doing their Will or Trust. It could be that people had more time on their hands due to working from home. Of course, the othe...
Posted by Mark Ruiz | Aug 17, 2020 |
Often times when people come to my office to set up a Trust they ask me about what would happen if if they forget to title their house or car or bank account in their Trust. This often happens in situations when people are in a rush to do their Trust. While most of the time I recommend that at t...