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How to Create a Living Trust That Protects Your Assets for Future Generations

When I work with clients on estate planning at the Law Offices of Gary R. Kershner in Oakland, California, one of the most powerful tools I recommend is the living trust. A living trust provides a clear path for transferring assets while maintaining control during your lifetime.

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Senior woman filling out advance directive

What Should Be Included in an Advance Directive?

Have you been considering planning your estate? Planning for the future can feel intimidating, especially when it involves considering scenarios where you're unable to make your own healthcare decisions. This is where an advance directive becomes invaluable. It’s a legal document that outlines your wishes regarding medical care should you become incapacitated.

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The Importance of a Durable Power of Attorney in Incapacity Planning

Incapacity planning is a critical aspect of estate management that makes sure your personal and financial affairs are handled according to your wishes if you become unable to make decisions.

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How to Choose Between a Will and a Living Trust: Key Differences and Benefits

Estate planning in California often involves two cornerstone documents: a will and a living trust. Deciding which one is best for your situation can feel overwhelming, especially when each has unique features, benefits, and potential drawbacks.

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Warning: Don’t Let Creditors Inherit from You or Your Spouse

Explanation of how to avoid creditors seizing assets through the use of IRAs and Standalone Retirement Trusts.

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The Recipe for a Satisfying Estate Plan

An overview of the elements of a complete Estate Plan.

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Severing Joint Ownership of Property

A blog post on joint property ownership and how it affects estate planning.

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Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated

Blog post above protecting a loved one who is, will be, or has been incarcerated.

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COVID-19 and Minor Children: Things to Consider Now

Protecting your family is important, especially when you have minor children, and even more so now that we are living...

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Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and...

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