Understanding Orange County Discretionary Distributions for Education
Under the terms of a living trust, a trustee may be directed to make discretionary distributions for education of trust assets. Read more here.
How much will it cost to modify my trust?
While different law firms have their own unique set of fees there are certain factors that may impact the overall cost to modify a trust.
Possessing Incidents of Ownership Over a Life Insurance Policy May Result in Estate Taxes Owed
If you are concerned about the estate tax and have a sizeable estate, your attorney may suggest that you create an irrevocable life insurance policy trust to hold a policy.
Seven Steps to Creating a Charitable Remainder Trust
Some families wish to make significant charitable donations as part of their estate plan. For these families, a charitable remainder trust may be a good choice.
Estate Administrators Must Know What Tangible “Personal Property” Means
During the administration of your loved one’s estate, you may be responsible for distributing his or her tangible personal property.