End-of-life planning can be an unsettling process. No one wants to think about death, much less plan for it. Yet while the majority of our Living Trust clients are older, often retired or thinking about it, anyone who has assets and a family should have a Trust. It documents how...
A client recently came into our Oakland office seeking our advice. His father was 82, in a nursing home after suffering several strokes, and now in the early stages of dementia. He had always assured his family that he set up a Living Trust for himself and his wife, our...
We talk a lot about the importance of creating a Living Trust—the legal document that details how your assets will be distributed when you die, helping your family avoid Probate. For most of our clients, their assets will be distributed first to the surviving spouse, and then among their children....
