California recognizes three main types of wills. While some may appear quicker, simpler or cheaper than others, they may not exactly accomplish your goals, protect your interests or protect your estate. Will contests can delay your estate’s distribution, waste your...
Month: August 2021
Do California trusts have an expiration date?
When you discover that you are the beneficiary of a trust, you probably have many questions. Generally, people want to know how the document works and whether it contains any special rules beneficiaries must follow. Two other questions we often hear from trust...
Things that don’t need to be listed in your will
Many people assume that they need to include all of their assets in their will in order for those assets to go to their rightful heirs. However, there are some assets that don’t have to be included in a will because they are handled in other ways. It’s imperative that...
How should you bring up estate planning with your parents?
If you have elderly parents and you're unsure about whether they’ve drawn up an estate plan, then you may feel like you should talk with them. You might have heard from friends about the downsides of not having a plan in place. If you and your siblings are concerned...
Which assets can you use to fund a living trust?
Contrary to popular belief, estate planning isn't just for individuals of endless means. It's instead something that everyone should do -- and that may include funding a trust. Living trusts, and more specifically, revocable ones, have become increasingly popular for...