What if I want to terminate a trust, but there are issues among the beneficiaries?
Trying to terminate a trust, but concerned about disputes between the beneficiaries of the trust? View here for helpful steps to take.
Been diagnosed with a terminal illness? It is not too late to create a will? Take Action Now
There is no requirement that your will be created and executed a certain amount of time before your death in order for it to be valid, but you should take action now!
Administering a Trust in California: 10 Initial and Helpful Tips for Trustees
An experienced trust lawyer can guide you through implementing an estate plan in California. Here we share helpful tips for trustees in California.
Tax Considerations: Is It Time to Update Estate Plan?
If your estate plan was created more than one year ago, it’s important to review it to determine if changes are needed based on these tax considerations.
Modify Your Trust When Tax Goals Change: Here’s Why
Many people opt to prioritize the minimization of these taxes when preparing their estate plans. So why change your estate plan when tax goals change?