With a spendthrift trust, you can pass down assets to your heirs without concern that your assets may be rapidly spent by heirs or seized to satisfy creditors. A spendthrift trust comes with all of the benefits of a...
Many younger parents put off estate planning, believing they have plenty of time to set aside assets for their children before their death. However, failing to create an estate plan that benefits your children now...
You’ve worked hard your entire life to provide for yourself and your family. Now, you want to protect your assets in the face of an uncertain future. Trusts can offer a way to protect your assets from creditors during your lifetime and after your...
Revocable living trusts have become increasingly popular in recent years, and for good reason. This type of trust offers several financial advantages when passing your assets down to your heirs. For those just starting out on the estate planning...
Estate planning involves choosing tools that protect your assets and simplify what happens after you’re gone. Both wills and trusts help ensure your wishes are followed, but they do so in very different ways. In California, the distinctions affect everything from court involvement and privacy to cost, control, and timing. Understanding these...
A trust is one of the most powerful estate planning tools in existence, but unless you fund your trust, it will be of little value. Funding a trust involves transferring assets into the...
Your retirement should be a time of relaxation and enjoyment. You’ve worked hard to financially prepare yourself for your golden years. You may have stashed away significant funds in a retirement account, purchased a home wisely, and maintained a...
Creating a Will is not a one-time event. You should review your Will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or that of your executor or beneficiaries, has changed. There are a number of life-changing events that require your Will to be revised, including:
