Tag: property taxes

As individuals age, the likelihood of facing ongoing health complications increases making estate planning an essential task to undertake sooner rather than later. Estate planning involves preparing both the management of your estate during life and its distribution upon death.… READ MORE

When it comes to estate planning, finding quick and easy ways to create a living trust is a priority for many. Popular website services like TrustandWill and LegalZoom, as seen in commercials on TV, promise to simplify this process. However,… READ MORE

Choosing between estate planning and probate is important for protecting your family, assets, property and heirs, especially in states like California where the costs of both can significantly impact the legacy one leaves behind. The cost of probate in California… READ MORE

Administering a trust after the death of a trustor is a process that demands both time and effort, but it is crucial for ensuring the trustor’s wishes are honored and beneficiaries are taken care of. This process involves a series… READ MORE

Closing out a living trust is a process that trustees may consider when the trust is no longer needed, typically because the “trustor” has died and the successor trustee steps in to administer the trust (or close out the trust).… READ MORE

When a living trust is created the person who establishes the trust (the grantor) typically selects a trusted individual to function as the executor, who is responsible for managing and distributing the trust’s assets after the grantor’s death. The role… READ MORE

Estate planning is a crucial aspect of securing your assets and ensuring a smooth transition of them to your beneficiaries. While both wills and living trusts are popular estate planning options, it’s important to weigh the pros and cons. In… READ MORE

Estate planning can be a daunting task but creating a living trust in California doesn’t have to be. While some may find the process expensive and time-consuming it can be surprisingly easy and fast if you follow the right steps.… READ MORE

A living trust, often hailed as an essential component of estate planning, provides a unique way to safeguard one’s financial future and streamline the inheritance process. But beyond providing peace of mind, a living trust can yield significant savings, both… READ MORE

Setting up a living trust is a crucial step for anyone seeking asset protection and estate planning. Not only does it give you peace of mind, but it also ensures that when the time comes, your family will be taken… READ MORE