living trust Tag

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As we gather with family and friends to celebrate the holidays and usher in the New Year, it's a time of joy, reflection, and planning for the future. Among these plans should be a crucial but often overlooked aspect: estate planning. This process ensures your wishes are honored and your loved...

Having a Living Trust is akin to possessing a silent, unseen shield that ensures a smoother transition for your loved ones during trying times. It bypasses the often lengthy and expensive probate process and provides privacy that a Will cannot, as Living Trusts are not public records.  Furthermore, a Living Trust...

Picture this: You've worked hard all your life, built a substantial estate, and nurtured relationships with family and loved ones. Then, suddenly, you pass away. Without an updated will, what happens to your assets? Who takes care of your minor children? Will your last wishes be respected? In California, these...

Every decision we make shapes our lives in one way or another. But few decisions carry the same weight as those concerning our end-of-life care. Although the topic might seem daunting, having a conversation about end-of-life preferences is crucial to ensuring our wishes are respected when we can no longer...

Living Trust – Setting it Up Doesn't Have to Be Hard Estate planning is often a daunting and overwhelming task that people put off for far too long. Topics surrounding death are difficult to discuss, and what you plan on doing with your assets after death tends to be taboo.  As legal...

What Will Happen to Your Pet If You Die? Here's What You Need to Know! Have you ever wondered what would happen to your beloved pet if you unexpectedly passed away? This is a difficult question to consider, but it's critical to have a strategy in place so your beloved pet will...

New Year's Resolution - Set Up Your Living Trust Are you looking for inspiration for a New Year's resolution for 2023? Consider establishing a living trust. We know estate planning is probably not at the top of anyone's resolution list, but a living trust can be a worthwhile investment for yourself...

What is Probate? If someone close to you dies and has a will, you might think everything will go smoothly, and assets will be distributed accordingly without any problems or questions. Unfortunately, that's not always the case. If a will is contested or there are debts to pay, the Probate process...

Anyone who grew up in a dysfunctional family understands the potential for discord when it comes to the family estate and an inheritance. But even in the closest of families, if there’s money involved, there’s room for conflict. Power of Attorney: Choose the person you can trust In Alana’s case, the dust...

When Jeannie was having trouble making ends meet after her husband died, she asked my friend Jim what he thought about reverse mortgages. Jim spent 40 years in the financial services industry, and these guys tend to be wary of things like life insurance and reverse mortgages. As predicted, Jim...