Trusts

Holistic estate planning can address many issues. It can determine how your assets will be distributed upon your death, who will make your health care decisions in the event that you become incapacitated and even who will administer your estate. There are many...

Much of estate planning is about avoiding unnecessary costs so that one's beneficiaries can receive the assets that a testator wants them to receive. It sounds easy enough, but estate planning can be challenging and, for many in Sacramento, confusing. One reason is...

Trusts may be created in two main ways. The first is at the end of a person's life. When a person passes on their estate may pass automatically into a trust if they have executed the appropriate estate planning documents. However, a person can also create a trust...

It is an unfortunate fact that some individuals struggle to care for themselves and to hold down jobs that provide them with necessary income. Often individuals in these difficult scenarios suffer from disabilities and are eligible to pursue financial support from the...

A trust can be revocable or irrevocable. It may be a constructive trust or an express trust. It can be created to protect the financial interests of the beneficiary through a spendthrift trust or it may be set up to benefit a charity rather than a specific person or...

It seems like every family has one: a person who cannot manage their money or who spends money in a loose or even reckless manner. They may be well-intentioned, but Californians who wish to leave such individuals assets from their end of life estates may fear that the...

This Sacramento estate planning legal blog has provided a number of posts on the various kinds of trusts that Californians may wish to create as they consider how their wealth and assets should be distributed upon their deaths. While many estate planners wish to leave...

Having a well-organized estate plan is one of the most important decisions that a Sacramento resident can make for the good of his or her family. While this is generally understood, many people are lacking the in-depth information to make the best decisions to suit...

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...

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...