Creating an estate plan is a vital task for adults. For those who live in California, writing out a will is one of the cornerstones of this plan. In order for it to be legally valid and enforceable, a will must meet the standards set by the state. There are a few...
Month: March 2024
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Charitable trusts: An option to support favorite causes
Charitable trusts are an option for people who want to include their favorite charity or charities in their estate plan. While giving to those causes is the purpose of these, there are a couple of ways this can happen. Unlike private trusts, which are established to...
Who will inherit from my estate?
You’re planning on making a will. With the use of this legal document, you can instruct how your estate should be handled after you pass away. This document contains a list of your assets and an executor of the estate. Typically, the main focus of this document is to...