Jason S. Buckingham

Attorney & Counselor At Law

Painless, affordable, fast estate planning

(707) 745-2200

What estate plan documents do you need?

What estate plan documents do you need?

This post is a follow up to my last post about the various estate plan documents and what they do. There is no one-size-fits-all approach to estate planning. People do not need a full-blown estate plan at all times. Why not? Because estate planning is all about...
Estate plan documents and what they do

Estate plan documents and what they do

One of the most common questions about estate plans is: What’s the difference between a trust and a will? In California, the difference is big if you’re a homeowner. Basically, having a properly prepared and funded trust means avoiding Probate, while having just a...
Inheritance math

Inheritance math

Here’s a common scenario in making trust distributions: The trust estate contains cash (most commonly from a home sale), and some items of valuable personal property like a car. We have two or more “residual” beneficiaries who will receive equal...