
Where Is My Money? Trust Accounting – You Are Entitled To Ask For It (Video)
Estate Planning Attorney Stefanie West talks about trust accounting from a beneficiary’s perspective.
Estate Planning Attorney Stefanie West talks about trust accounting from a beneficiary’s perspective.
Estate Planning Attorney Stefanie West talks about last minute Estate Planning changes and what you can do when you need something changed right away, but you are very short of time.
Here are the links for the sites Stefanie talks about in this video.
California Advanced Health Directive
California Statutory Power of Attorney
California Statutory Will
Estate Planning Attorney Stefanie West talks about the two different kinds of wills.
Estate Planning Attorney Stefanie West talks about the importance of “Giving with Warm Hands” and “Putting Pen to Paper” as two ways to give and communicate, instead of waiting until after your passing.
Estate Planning Attorney Stefanie West talks about guardianship for a child. There are two different guardianship for minors, one for the finances and one for the person. Learn why that is.
Estate Planning Attorney Stefanie West talks about what it means to “fund” a trust and why it is so important to complete the paperwork to support this step, when setting up a trust.