A clear and transparent discussion of living trust cost in California, and the options available to create one.

Know when and why it is best to title your bank accounts inside your living trust so you can make the best decision for yourself.

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be made is whether to ce...

You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you know which one you ne...

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an Irrevocable Life Ins...

More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should You Make a Free Wil...

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth Management in the recent a...

Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons to set up a trust, ...

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six estate planning mistakes...