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Mullin Law Firm

Free 30 Minute Initial Consultation
Phone: 925-852-6014
Telephone Conferences Available via Phone and Video

Phone: 925-852-6014

Free 30 Minute Initial Consultation. Telephone Conferences Available via Phone and Video.

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Concord California Estate Planning Blog

Trusts, estate planning and taxes

When it comes to estate planning in California, a trust is almost always the right tool for the job. One good example is life insurance. Trusts can reduce the tax burden that would be due on a large life insurance payout. Trusts and taxes Life insurance policies can...

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What to know about trust documents

Establishing a trust may benefit California residents for a couple of different reasons. First, the trust document takes effect the moment it is executed, which means that someone is immediately available to manage your affairs if you become incapacitated. Assets held...

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Estate planning errors to avoid

One of the key benefits of an estate plan is that it allows you to dictate how assets such as a California home are allocated after your death. However, it may also provide you with an opportunity to make gifts during your lifetime or ensure that your children are...

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