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Does a Beneficiary Have the Right to See a Trust Document?

A trust can be an invaluable estate planning tool. These devices give the grantor, or trust creator, the ability to direct assets into a separate legal entity for the benefit of named beneficiaries. Throughout its existence, theREAD MORE >

What Triggers an Involuntary Conservatorship?

There are two different types of conservatorships in the state of California that I want to talk about. The first one is a conservator of the estate, so that’s for somebody who cannot manage their financialREAD MORE >

How & Why to Avoid Probate in California

Why should you want to avoid probate? For one, the probate process can take up to a year to complete, and it can be quite costly. For example, if you have a million-dollar house in CaliforniaREAD MORE >
Irrevocable Trust Vs. Revocable Trusts

Pros and Cons of Irrevocable vs. Revocable Trusts

When you consider your estate plan, you may wonder which legal pathways to choose to protect and manage your assets, both during your lifetime and after your passing. Should you set up a revocable trust, anREAD MORE >
Estate Planning

Estate Planning for Unmarried Couples to Protect Assets

Good estate planning is always important, but you should put even more care into your estate plan if you and your significant other choose a long-term partnership over legal marriage. A thorough estate plan will helpREAD MORE >