Funding your living Trust Tag

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Creating a living trust is a smart move for California residents who want to ensure their assets are managed and distributed according to their wishes without the hassle of probate. However, setting up the trust is only the first step. To make it effective, you need to fund your living...

As you start thinking about what belongs in your Living Trust, here are four things that often get overlooked—and can have significant, often costly consequences. Creating Joint Tenancy Assets In Living Trust conversations, joint tenancy generally refers to real estate and how you hold title to a property. If two people own...

We encourage all of our clients to create a Living Trust so their families can avoid Probate. Unfortunately, there’s one critical step that sometimes gets left out of this equation and leaves families vulnerable to Probate. Simply having a Trust is not enough; Living Trusts need to be funded--your assets...