While Californians are advised to take the necessary steps to have a coherent and well-organized estate plan, the basics are sometimes lost on them. The most foundational matter after moving forward with the document itself and having all the "I's" dotted and the...
Month: April 2017
Pluses and minuses of a living trust (inter vivos trust)
For Californians, estate planning might be perceived as a dual-edged sword. On one hand, it is a strategy to make sure that loved ones are cared for and assets are allocated as the owner wants. On the other hand, it is acknowledging one's mortality and preparing for...
A lawyer can help with trust administration in Sacramento
While many Sacramento residents might be aware of the need for trust planning, but do not know how to go about it in the necessary and smartest ways for avoiding probate, thinking about health care and organizing it appropriately. There are numerous issues that are...
How are assets put into a living trust?
When we discuss living trusts and other estate planning documents, we often focus on how they can help and how to set them up. But we often overlook details about what happens once the plan is in place.In the case of living trusts, what happens after a document is...