Recognizing the Reasons You Might Need a Trust

Each year, a countless number of people pass away without having an adequate estate plan in place. This almost always results in that person’s estate going through probate upon his or her death. Probate is a much longer and involved process than would be required if a person had simply written an estate plan. While […]

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Trust or Will?

Should I choose a trust as the means of passing assets to my heirs? Should I use a will as the means to pass assets to my heirs? There are various factors involved in making this decision. Therefore, you should have proper legal advice from an experienced trusts and estates lawyer when making this decision. […]

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Irrevocable Trusts

Trusts can be a valuable tool for those who set them up, called settlors. When considering how to set up your California estate, it is generally recommended to establish a trust instead of writing a will. This is because trusts, as opposed to wills, are not subject to the probate process. Another reason for establishing […]

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Charitable Trust

Estate planning encompasses more than just leaving money and property for one’s children. While most people will hire a lawyer to draft a will that creates a succession plan with respect to the drafter’s assets and how they will go to his or her children, many people want to leave money and assets to charity. […]

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Pour-Over Wills

Suppose a wealthy California businessman is sitting in his lawyer’s office discussing how to structure his will. He recognizes that there are different factions in his family (he was married twice with children from both marriages). Though during his lifetime the animosity stayed under the rug, he has serious concerns that the animosity will percolate […]

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