Why Do Trusts Fail & How Can You Avoid The Pitfalls?
The number one reason that trusts fail is due to funding. In a previous video, we discussed the importance of funding into a trust. …
Estate Planning – What Is A Trust & How Is It Created?
In its broadest terms, a trust is a legal device created by an individual intending to hold a property for the benefit of themselves …
What Is A Revocable Trust In California?
There’s a common misconception that trusts are only available for the ultra-wealthy, however, a revocable trust is actually available for families from the start …
Do You Need A Revocable Trust Or An Irrevocable Trust?
Many people in California need to create a revocable trust if they want their family to avoid having to deal with the California probate …
Will Your Family Have To Pay Tax On Their Inheritance?
A frequent question we often receive is whether our client’s loved ones will have to pay taxes on their inheritance. In several states, an …
Guardianship – What To Do If You Have Minor Children
When you have minor children you start to have to consider things you might have ignored in the past. Like, what will happen to …
What Is The Difference Between A Trust & A Will In Estate Planning?
There’s a common misconception that the revocable trust and last will of testament are the same thing. However, there are key differences that separate …
The Infamous “No Contest” Clause: Is it Worth the Paper it’s Written On?
The matriarch of the family, Betty, dies aged 92 leaving behind a $3 million estate. Thirty years earlier Betty had worked with an attorney to …
Are Stepchildren Treated The Same As Children If You Don’t Make a Will or Trust?
According to the most recent census 40% of families in the US are blended, with at least one partner having a child from a previous …
