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How Do You Formally Accept the Role Of A Trustee?

Taking on the role of being a trustee to an instrument or account created by a family member, friend or colleague in Woodland Hills, Los Angeles or another California city is a large responsibility, and certainlyREAD MORE >

Why Choose Co-trustees?

When sitting down to consider your estate planning options in Woodland Hills, you might want to keep the idea of managing your assets through a trust towards the front of your mind. This will hopefully ensureREAD MORE >

Woman Looking To Take Back Control Of Estate From Trustee

Assuming the role of trustee over a trust account in Woodland Hills may be an unenviable task. By doing so, one agrees to manage the trust assets of another for the benefit of designated beneficiaries. OfREAD MORE >

How Can You Identify Undue Influence?

The term “undue influence” refers to influence strong enough to abolish the free will of a person. Sadly, the undue influence over older and disabled persons is a growing problem in California and throughout the greaterREAD MORE >
Is Your Living Trust In Order

Is Your Living Trust In Order?

Having a California living trust is an excellent way to plan for your estate and provide for your beneficiaries. However, as with any part of your estate plan, it’s essential to make regular updates. If youREAD MORE >