Attorney R Kevin Owens

10/31/2020

Wishing everyone a safe and Happy Halloween!

#80

10/28/2020

Spread some unexpected kindness today!

10/23/2020

Are you one of the 60% of Americans (via AARP) that doesn’t have an estate plan, a will, or a trust set up? Are you hesitant because there is a lack of information and you aren’t sure how to go about the process? If so, you’re not alone. While it’s always a good idea to consult a professional, it’s also important to understand the basics. Call me today and I will answer all your questions and help guide you through this process. (805) 541-8700

10/21/2020

An ILIT is a type of living trust that's specifically set up to own a life insurance policy. You can transfer ownership of an existing policy to the ILIT after it's been formed, or the trust can purchase the policy directly.
You can't serve as trustee of the trust, however. The trust must be irrevocable, which means that you must "fund" it, placing the policy into its ownership, and step aside. You must relinquish any right to make changes to the trust or to dissolve it.
If you are unsure on how to proceed with an ILIT, call me today and I will be happy to answer any questions you have. (805) 541-8700

10/12/2020

Happy Columbus Day!!!

10/09/2020

When considering if you need to hire an estate planning lawyer, consider this - estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust. To learn more, call today for a free consultation! (805) 440-0804 or visit www.attorneyrkevinowens.com

Estate planning is serious business. Here is what you need to know when you are considering hiring an estate planning attorney.

10/06/2020

A trust is a three-party financial arrangement where one party (the trustor) gives a second party (the trustee) the ability to hold assets or property for a third party (the beneficiary). Click below to learn more!

A trust is a three-party financial arrangement where one party (the trustor) gives a second party (the trustee) the ability to hold assets or property for a third party (the beneficiary).

10/01/2020

Happy first day of October!!

09/25/2020

Such a profound quote. We can't help but wonder what JFK would have thought about today's speed of change. Change is inevitable.

09/16/2020

Both transfer an estate to heirs, but only a trust can skip probate court. Click below to learn more!

Wills and trusts are two estate transfer methods, but which one is better for you depends on your circumstances.

09/14/2020

Contact Us Today. We are Ready to Help You!
(805) 440-0804

Attorney Emphasizing Estate Planning, Probate and Business Law