updating a living trust Tag

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While a large segment of our LivingTrust clientele tends to be older couples, we’re now seeing more Millennials and Gen-Xers creating Trusts. It starts with buying a home--scraping together a down payment and buying a Bay Area home is a sobering experience. But the big motivator is the birth of...

The baby boomers--that big, bold generation that marched, protested, innovated and made things happen--are leaving another legacy. That of debt. The boomers, unlike their frugal parents before them, have not done a very good job of preparing for retirement. The number of senior households with debt increased from about 44% in...

When creating Living Trusts, most of us know that we need to identify our beneficiaries and the way in which we distribute our assets among them. But something that not infrequently happens is that someone will name a beneficiary in a Will or Living Trust without regard to the beneficiary designation...