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Resources

9 Key Duties of a “Trustworthy” Trustee

In choosing a trustee or in taking on the role of trustee, it is important to understand the duties of trusteeship as codified in the Uniform Trust Code and California Probate Code to ensure your plans are carried out as you wish. We have highlighted 9 key duties you should understand and consider in your decisions…
>Download the 9 Key Duties Now

2011 Estate Planning Guide 

Download the 2011 Estate Planning Guide to better understand who needs an estate plan, at what age you should establish an estate plan, and what it should consist of as your life and your needs change.

Related Pages

>Estate & Gift Tax
>Succession Planning

Family Wealth Planning

Currently, this page is still under construction, but should be complete shortly.  In the meantime, if you have any questions concerning our Family Wealth Planning Group, please contact Ray Scheaffer.