Law Office of Chenyang Rickard

Law Office of Chenyang Rickard PROTECT YOUR FAMILY AND ASSETS. YOUR PRIORITY IS OUR PRIORITY, YOUR GOAL IS OUR GOAL. WE PROVIDE ESTATE AND TAX PLANNING SERVICES THAT WORK FOR YOU!

09/10/2026

Bank Accounts Families Often Forget

New savings accounts and business interests are commonly left outside of family trusts.

Sunny Rickard explains why forgotten accounts can create confusion and legal complications after death.

Proper trust funding helps protect assets and keeps estate administration much more efficient.

Watch the full episode and hear the complete conversation — click below.
https://bio.link/sunnyrickard

09/09/2026

Understanding Trust Ownership Changes

A common misconception is that transferring assets removes your control over them.

Sunny Rickard explains how trustees still manage assets while ownership shifts to the trust.

The change happens in the title, not in your day-to-day authority.

Follow the link below to watch the complete episode.
https://bio.link/sunnyrickard

Opening a new bank account may seem routine, but it can quietly create a gap in an existing estate plan. Chenyang (Sunny...
09/08/2026

Opening a new bank account may seem routine, but it can quietly create a gap in an existing estate plan. Chenyang (Sunny) Rickard recommends reviewing new accounts and making sure ownership still matches the trust strategy.

Click the bio link to watch the full episode.
https://bio.link/sunnyrickard

One forgotten property can leave a family dealing with probate even when a trust already exists. Chenyang (Sunny) Rickar...
09/07/2026

One forgotten property can leave a family dealing with probate even when a trust already exists. Chenyang (Sunny) Rickard explains why keeping property titles aligned with the estate plan can make such an important difference.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

09/06/2026

Out Of State Probate Problems Explained

Owning property in multiple states can dramatically increase probate costs and delays.

Sunny Rickard explains how ancillary probate forces families to open legal proceedings in different states.

Careful estate planning helps avoid unnecessary expenses and stressful legal complications later.

Continue the conversation below.
https://bio.link/sunnyrickard

Creating a trust is only the first step because ownership of the assets still matters. Chenyang (Sunny) Rickard explains...
09/05/2026

Creating a trust is only the first step because ownership of the assets still matters. Chenyang (Sunny) Rickard explains that homes, bank accounts, and investment accounts often need to be retitled in the name of the trust.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

09/04/2026

How To Properly Fund Investment Trusts

Many people create trusts but forget to properly transfer investment accounts into them.

Sunny Rickard explains how financial institutions usually make the title transfer process straightforward with the right paperwork.

Keeping accounts correctly titled can help families avoid future probate complications and delays.

Click the link below to watch the full episode.
https://bio.link/sunnyrickard

09/03/2026

Why Trust Funding Really Matters

Many estate plans fail because assets were never properly funded into the trust.

Sunny Rickard explains why funding transforms paperwork into a functioning estate plan.

Without this step, even a well-drafted trust may not work as intended.

Click the link below to watch the full episode.
https://bio.link/sunnyrickard

Buying a new home after creating a trust can create an expensive problem if the title is never updated. Chenyang (Sunny)...
09/02/2026

Buying a new home after creating a trust can create an expensive problem if the title is never updated. Chenyang (Sunny) Rickard shares why newly purchased real estate is one of the most common assets people forget to place in their trust.

Click the bio link to listen to the full episode.
https://bio.link/sunnyrickard

09/01/2026

Trust Transfers And Property Taxes

California homeowners often worry about tax consequences when funding a trust.

Sunny Rickard explains why these transfers generally do not trigger reassessment.

Understanding the rules can provide peace of mind during the process.

Click the link below to watch the full episode.
https://bio.link/sunnyrickard

Address

7380 CLAIREMONT MESA Boulevard , SUITE 215
San Diego, CA
92111

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:15pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Website

Alerts

Be the first to know and let us send you an email when Law Office of Chenyang Rickard posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Law Office of Chenyang Rickard:

Shortcuts

Share

Category