If you were an estate planning client of my office between 2015 and 2016, please keep this important information in mind.
How to transfer your financial accounts into the name of your living trust.
Best practices for funding your trust– and keeping it funded.
There are benefits and downsides to both a will and a trust, find an estate planner that will explain all of your options to you.
Why you should think twice before nominating co-Trustees or co-Agents to administer your estate plan.
How to navigate difficult family dynamics when executing your estate plan.
Prior to Transfer on Death (TOD) Deeds being available in California, the only way to pass property outside of probate was by creating a living trust…
Only a consultation with an attorney can help you decide what estate plan is right for you, but in the meantime here are a few frequently asked questions about living trusts: