Category Archives: Trust

When you think of estate planning, your will, and terms like medical guardianship, and Medi-Cal probably come to mind. However, having a trust is also an essential part of planning for the future. Here is why you should consider having ... Read More

We have all heard horror stories about wealth that passes down from one generation to another and does not pass the test of time. One of the most infamous examples is the fortune of Cornelius Vanderbilt, who would be worth ... Read More

How many trusts one should have is a question that comes up frequently because it used to be that two trusts were the norm. There’s some history behind this: estate tax laws (tax on the value of what is left) were ... Read More

Planning for the future of your assets, debts, and property is a responsible and considerate act. Not only will you have the peace of mind which comes with making sure your final wishes are known, but you will also help ... Read More

In California, the Probate Code governs various types of trusts. There are revocable and irrevocable trusts, legacy trust, trust for those with special needs, and others. All of these are legal constructs that usually have named beneficiaries. Beneficiaries receive payments ... Read More

Any California residents who are dealing with matters of an estate for perhaps the first time can likely have a lot of good questions. Let us focus on trusts, and what their benefits can be for you and your estate. ... Read More

With a certain amount of uncertainty involved, many individuals may be hesitant to put a plan in place for the future. However, chances are, you may have preferences as to the distribution of your assets and how you wish to ... Read More

When you reach your older years and time of retirement, you may find yourself among the many individuals who need long-term care. Numerous issues could result in the need for this care, such as mental deterioration, serious illness or injuries. ... Read More

Many people put off estate planning because they don’t want to think about their own deaths. Others put it off because they think it’s only necessary for rich or old people. Then others put it off because they are overwhelmed ... Read More

Having the insight to set up a trust for your funds and assets is forward thinking and can be a smart move. These helpful legal devices create a space where you can move property, money, and valuables, and keep them ... Read More