Before It’s Too Late ~ Eric Gullotta

Eric Gullotta

Archives


Keeping your trust tuned up

Posted on January 23, 2014

Trusts are assets, at least you should think of them that way.  Trusts are like any other assets we own — they must be maintained... Continue

Planning for assets outside California

Posted on December 19, 2013

Many California residents own real estate outside of the state. They may have a second home in Arizona, an investment property in Oregon,... Continue

Updating your documents

Posted on November 28, 2013

One question I often get is, “When should I update my estate planning documents?” While there is no hard and fast rule, there are... Continue

Online estate planning

Posted on October 25, 2013

In the age of the internet, just about anything you can think of (and quite a few things you wouldn’t dream of) can be bought, sold,... Continue

Estate planning alleviates grief

Posted on August 22, 2013

By definition, if an estate plan is triggered, it is because of the death or serious disability of a family member or close friend. ... Continue

The government’s will

Posted on July 25, 2013

Many potential clients I meet with tell me that they are “not ready” to create a will yet. For one reason or another, they are... Continue

Estate planning without heirs

Posted on June 27, 2013

The simplest estate plans to create are those where a married couple has adult children and everyone gets along. The scheme is usually... Continue

Coordinate your IRA and trust

Posted on May 23, 2013

 One often overlooked area of estate planning is your custodial accounts: individual retirement accounts (IRAs); 401(k)s, etc.; life... Continue

Laughing heirs, or charity?

Posted on April 25, 2013

It’s important to choose your beneficiaries wisely and not allow your estate planning attorney to make basic assumptions about who... Continue

Has health care directive expired?

Posted on March 28, 2013

As part of my estate planning practice I often review people’s existing estate plans as well as create new ones. People often ask... Continue


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