When a trust creator (grantor) passes away, the trustee must take certain steps to manage and administer the trust. If you are a trustee, beneficiary, or heir, it’s important to have some idea of what toREAD MORE >
We have all heard horror stories about wealth that passes down from one generation to another and does not pass the test of time. One of the most infamous examples is the fortune of Cornelius Vanderbilt,READ MORE >
How many trusts one should have is a question that comes up frequently because it used to be that two trusts were the norm. There’s some history behind this: estate tax laws (tax on the value ofREAD MORE >
You may already know that special needs trusts are available for you to provide financially for a disabled loved one in California, both now and after your death. You may also know that special needs trustsREAD MORE >
Parents and loved ones of someone with a disability can be faced with many challenges as they plan for the future. This situation can be especially difficult when resources are limited, and the person is unableREAD MORE >
