Helping You Through Times of Change
Wills and living trusts might seem like sound options to address issues concerning an individual's estate. However, some might exploit these needs and sell illegitimate estate planning products or services. One of the most common schemes scammers use is selling...
When something grave happens to you – an incapacitating illness or injury, perhaps even death – you’ll want your estate managed adequately so you don’t leave your family and relatives financially in the dark. A trust may be able to ensure your loved ones benefit from...
Parents want the best for their children. Whenever they make any decision involving their sons or daughters, they carefully look for options that will benefit their children the most. This also applies to planning for the future. In estate planning, parents consider...
One of the essential decisions of the grantor when creating a trust is choosing the trustee, who will manage and administer the assets in a trust fund. The trustee must carry out the grantor’s wishes in good faith. But what exactly do managing and administering a...
Dependents with permanent disabilities and special needs often qualify for government support such as medical insurance and financial assistance. However, coming into a large sum of money from an inheritance might jeopardize this funding. Knowing when to consider a...
You have a range of options for how to set up your estate plan. There are various tools you can use or include. One option is a trust. If you do not know much about this financial vehicle, you should take the time to learn a little about what makes a trust unique and...
If you are the trustee of a trust, you have a serious responsibility to everyone associated with the trust. In some cases, part of your administration duties is to ensure you keep everyone aware of any changes or details of the trust. California Legislative...
Creating a trust allows you to pass money or property to family, friends or an organization of your choice without going through probate. However, the task of setting up your trust is not over when you sign the documents to create your trust. You have to fund your...
If you want to create a trust for your family, there will be important duties your trustee should carry out. In general, a trustee must honor the wishes of the person who created the trust and carry out duties owed to beneficiaries. Depending on the trust you create,...
As you get deeper and deeper into the estate planning process, you will inevitably begin to recognize opportunities to avoid (or mitigate) expenses against your estate. Taking action to settle liabilities before your death, covering your funeral costs and avoiding...
