Category: Wills & Trusts

Medical emergencies are usually the last thing that people want to think about in everyday life. But having a plan for any situation can provide you with invaluable protection and peace of mind. Writing out your wishes also makes it easier for your loved ones to care for you, even if you are...

Family and community are among life’s greatest joys, and everyone wants to ensure that the people they care about are protected after their death. While it can be intimidating and even painful to think of your loved ones’ lives without you, drafting a will that includes them is the best way to guarantee...

When you think about putting property in a trust, you may not think about placing your house in a trust. However, your personal situation and circumstances will help you to determine whether it is the best decision for you. Here are the top three reasons to consider doing so. 1....

Creating a trust is a great way to find peace of mind for both you and your loved ones, ensuring that they are taken care of. However, in order for the trust that you’ve established to be able to help in the way you’ve intended, it’s really important that it’s funded. ...

Minors in California (those under 18) may not directly own assets. However, they can own them through a guardian. For example, a minor’s name can be on a bank account so long as it is also opened in the joint name of their adult guardian.Another way in which minors can indirectly own assets is...

When a loved one has special needs, it's important to ensure that they are protected even after you are gone. Many parents, wanting to care for their children with special needs, will leave their children with disabilities a large inheritance. However, while ensuring that a loved one who has...

While it’s always in your best interest to begin estate planning sooner rather than later, sometimes it doesn’t always happen. So what happens if you have a loved one who lacks a Will or a Trust but is currently diagnosed with dementia? In order to create an estate-planning document of...

While we generally create trusts to hold assets for our heirs to receive at a certain point, sometimes we want the opportunity to change the trust during our lifetime. Many things can change in life and sometimes these changes are enough to want to alter your trust. You can do so, but only with...

While we know that the decision of what to name a child is extremely important, most people are unaware of the importance of naming your trust. Unlike other legal entities, such as corporations and LLCs, there are no laws when it comes to naming your trust. This is because your trust is not...

For those who own a home in the U.S., it’s a good idea to establish an estate plan in order to be sure that your home goes to whom you desire when you die. Placing your home in a trust can be a good option, since it will also help your loved ones...