A trust can be a powerful tool in your estate planning efforts. Your estate plan is a clear symbol of the time and care you have poured into protecting your financial legacy and passing it to those you love – in accordance with your wishes. When you understand what...
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Trust
Basic Estate Planning Documents Checklist: 4 Documents You Need
Estate planning is an essential mechanism for ensuring that your financial legacy is distributed according to your wishes, which allows you to continue supporting the ones you love and to address additional concerns, such as guardianship of any minor children. While...
Should You Set Up a Revocable Living Trust?
Estate planning can be time-consuming and complex, but it is often well worth the effort. Developing a solid estate plan is crucial to protect yourself if you become incapacitated and your family after you pass away. While a will is the most common estate planning...
How to Change a Living Trust
A living trust is a tool individuals use as part of the estate planning process. The owner of the trust, or “grantor,” can revoke or change the trust instructions at any point in his or her lifetime. Living trusts have many benefits, such as avoiding probate,...
Can I Do My Own Living Trust in California?
A living trust is a legal document that creates a trust while you are alive, and the beneficiaries you assign to the living trust receive the assets you assign to them upon your death. In other words, a living trust is a lot like a will in the sense that it outlines...