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For many people actively considering their estate plans, selecting those who will serve a fiduciary role can be one of the hardest parts. Naming someone to manage your estate is difficult enough. When it comes to a trust and assets that you may need access to later in...
So everyone knows (or should know by now!) that there are multiple benefits to creating and holding your assets in a revocable living trust. But one benefit you may not know about is that in the state of California, a change in the law in 2017 now allows you to...
A trust is a legal entity that you create to hold and preserve your estate for the benefit of the designated beneficiaries. Once you create a trust, it is important that you appoint a trustee who will administer its assets and investments, pay taxes and any debts and...
You're planning on setting up a trust as part of your estate plans -- and now you have to pick a trustee. That's usually not an easy decision, and you want to think long and hard about your options. If you're wondering who can serve as a trustee or which attributes...
Many people think about their assets and children when they’re coming up with an estate plan. This leaves a very important member of the family out of the equation: Your pets. Making sure that your pets are taken care of if something happens to you has to be a...
Trusts are useful tools for those planning legacies in part because they give people control over their property even after they die. In a standard inheritance, the beneficiaries assume control over an asset as soon as the estate transfers it to them. When you use a...
When you make your estate plan, it is important to remember that life can be unpredictable. You cannot rely on the fact that you will live to a ripe old age. Consider if your children would be mature enough to handle their inheritance if you died within the next few...
Creating an estate plan is one of the most responsible things you can do to take care of your loved ones. However, estate plans are about much more than deciding who gets your life insurance money and savings accounts. Deciding what to do with your California home is...
When it comes to leaving an inheritance for your family members in California, you have three options: do nothing and hope everything works out, state your intentions in a will, or create a revocable living trust. If you do nothing, you still have an estate plan – the...
No one knows what the future holds as they age, but a comprehensive estate plan can help you reduce risk and provide for your own care and for your loved ones. An effective estate plan can not only guard your financial interests but also ensure you receive the level...
