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Trust Process

HomeNews & BlogLiving TrustsTrust Process
November 25,
2019

What Type of Living Trust Should I Have?

One of the key goals of estate and Trust planning is to avoid federal estate taxes.

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April 09,
2019

Top 5 Mistakes When Naming Beneficiaries of Insurance Policies

Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to […]

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July 10,
2018

Definition of a “Grantor, Settlor, or Trustor” of a Trust

Definition of a “Grantor, Settlor, or Trustor” of a Trust These terms are often interchangeable. The Grantor, Settlor, or Trustor […]

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July 14,
2017

Advanced Estate Planning Information For Caregivers And Surviving Spouses

Only you and your spouse typically know where information about all your banking, bills, accounts, doctors, debts, etc. is located. […]

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July 14,
2017

Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?

Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their […]

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June 06,
2017

Refinancing Your Home – The Biggest Threat to Your Living Trust

Is Your Home Properly Titled to Your Living Trust After You Refinance? For most people their most valuable asset is […]

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April 25,
2017

Administering an Estate through Probate With or Without a Will

Only a Trust Avoids the Probate Process In California, a probate process will need to be initiated in order to […]

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Recent Posts

  • Case Study: Charlotte Masser Cannot Pay for the Care She Needs
  • Webinar Replay: Is Your Living Trust Properly Funded
  • Estate Planning for Young Couples: Affordable Options and Tools to Protect Your Loved Ones and Assets
  • Does Your Retirement Plan Include a Living Trust?
  • Being Prepared for Long-Term Care

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