Category Archives: Trusts

How to complete a Certificate of Trust

As a certified Signing Agent I often notarize loan packages.  Some of the properties are in a trust*.   So, if your property is in a trust and you will refinance the property or transfer property in or out of your living … Continue reading

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The Reality of Modern Banking.

Banking: Signature authority on an account. Continue reading

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Important Issues to Consider When Setting Up Your Estate Plan

Sacramento Estate planning, probate, tax planning estate paxes, cash flow, assets protection, creditors, beneficiary designations, California Estate Planning. Continue reading

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Retirement accounts, trusts, Estate planning law.

Relationship between trusts and tax-deferred retirement accounts. Estate planning law. Continue reading

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