California law allows trusts to be created “for any purpose that is not illegal or against public policy.” That very...
Statements of Intent or Purpose in Trusts
read more
Trusts
Who Will Take Care of My Child If I Die or Can’t?
Guardianship and Fiduciary Responsibility for Your Kids Having children is one thing that motivates many people to...
May-September Relationships and Estate Planning
Age is not an important factor for many people in choosing a partner. While the average gap in married couples is...
The Basics of Common Trusts
Good parenting is about loving and supporting your children. That does not always mean spending the same resources for...
Creditor Access to Irrevocable Trusts in California
In California, creditors have limited access to irrevocable trusts because the trust creators cede all control of...
What You Need to Know About Charitable Lead Trusts
Charitable lead trusts fall into the general category of trusts that benefit charities. Sometimes known as CLTs, these...
What Does A Successor Trustee Need To Know?
It is a great honor to be named a successor trustee in someone’s revocable living trust document. However, the honor...
What Estate Planning Documents Should I Have When I Retire?
"Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.”...
How to Plan for a ‘Black Sheep’ Kid in Will
“There are several myths about how estates must be distributed that can lead to lots of worry about what will happen...
What Happens If Trust Not Funded
“Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
What is Considered Community Property in California Inheritance Law?
California is a community property state. How will you know what is considered community property in California...
Let’s make sure
the right people get your stuff.
Planning and protection
for everything you own
and everyone you love.
for everything you own
and everyone you love.
