Category Archives: Trusts
What successor trustees need to know about selling a home
If you are named as a successor trustee, you have many responsibilities. This individual must handle the trust of someone after they pass away. One of the actions you may need to take in this role is selling the grantor’s…
3 reasons middle-class adults decide to create trusts
Your California estate plan can be as simple or complicated as you want to make it. The more family members and assets you have to consider, the more involved your plan might become. For many people in California, a simple…
Revocable vs. irrevocable trusts: The differences
A trust is a legal arrangement whereby a third party holds your assets on behalf of one or more beneficiaries. Trusts can be established to transfer assets to heirs seamlessly. With the proper setup, a trust may also be beneficial…
What is included in a pet trust?
If you’re like most people, you probably assume that when you pass away, a family member or friend will happily give your beloved pet a good home. Maybe they’ve even told you they would. Unfortunately, too many pets end up…
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