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Sharma Kliche - Our Family Protecting Yours.

January 27, 2017

A trust is commonly referred to as a estate plan.  This document encompasses the following six parts: a trust, a will, a durable power of attorney for finance, a durable power of attorney for health care, HIPAA, and schedules.  Each of these documents have different fu...

January 27, 2017

One document used to indicate where your assets should go upon your demise is called a holographic will.  This type of will is usually written when someone is on his deathbed.  There are two witnesses required for type of will and it is written in the handwriting of th...

January 27, 2017

Differences between trusts versus corporations:

There are many reasons that people corporations, but one of the primary reasons is for asset protection.  The problem with corporations is that you must register your corporation with the Secretary of State and inform them...

January 27, 2017

A land trust is a trust usually used to protect real estate investments.  There are three parties involved with the creation of a land trust: the grantor (sets up the trust and transfers assets into the trust), the trustee (manages the trust), and the beneficiary (rece...

January 27, 2017

Special Needs Trusts (SNTs)

Unfortunately, the use of SNTs is sometimes hard to understand.  A special needs trust (SNT) is usually established for an individual that has a mental or physical disability that will not allow for him/her to engage in any gainful activity b...

January 27, 2017

Can a trust protect my assets?

Yes, a trust can be used to protect assets.  However, the trust must have some asset protections measures incorporated into it.  The asset protection measures vary amongst trust attorneys.  They must be tailored to your particular situatio...

January 27, 2017

Unfortunately, in the state of California, there is a 75% divorce rate.  Some experts are predicting that this rate increases over the next 5-10 years.  The people who are going through a divorce are not only young people.  In our practice, we see people who have been...

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