Have You Chosen the Right Trustee?
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also in providing for and protecting your loved ones. What is a trust? A trust is an agreement between an owner of accounts and property (trustmaker) […]
What Does Estate Plan Include?
A will is first. In essence, a will spells out who will get your stuff, in what proportions they will get it and in some instances at least, upon what conditions.
Can I Add Children’s Names to my House Deed?
It’s true that if your child is on your deed as a joint tenant on your home, your home will not have to go through probate if your child survives you. At your death, your surviving child would immediately become the sole owner of your home without probate and with minimal transfer costs.
How Do I Give Assets to Minor Grandchildren in My Will?
You have many options to make sure your wishes are followed after you die.
What Should Not Be Included in a California Trust?
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
What Estate Planning Documents Should Everyone Have?
This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
Is It Better to Inherit Stock or Cash?
If you’re planning to leave your heirs any sort of inheritance, you’re already giving them a valuable financial leg up.
When Should a Trust Be Reviewed?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
Does a Trust Protect You From a Lawsuit?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
How to Approach Parents about Estate Planning
If you have a parent over the age of, say, 65, thoughts about their future may have started to creep into your mind. However, because end-of-life planning can be emotional and overwhelming, it’s tempting to put these conversations off—and even more pleasing to avoid them altogether.
