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When you set up an irrevocable trust, it is usually with the intent never to change any of the terms. By creating your trust this way, you can recoup certain benefits and be sure that the conditions are fixed. But ... Read More

For many of us, our pets are more than just animal companions; they are a member of the family.  Whether it’s a traditional pet such as a dog, cat, or hamster, or something more unusual like a potbelly pig, horse, ... Read More

In California, the Probate Code has different types of trusts that have varying rules and purposes. Some trusts allow the beneficiaries to have a great deal of flexibility in how they use disbursements, while others are limited. In many cases, ... Read More

When you think of estate planning, your will, and terms like medical guardianship, and Medi-Cal probably come to mind. However, having a trust is also an essential part of planning for the future. Here is why you should consider having ... Read 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, who would be worth ... 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 of what is left) were ... Read More

In California, the Probate Code governs various types of trusts. There are revocable and irrevocable trusts, legacy trust, trust for those with special needs, and others. All of these are legal constructs that usually have named beneficiaries. Beneficiaries receive payments ... Read More

Any California residents who are dealing with matters of an estate for perhaps the first time can likely have a lot of good questions. Let us focus on trusts, and what their benefits can be for you and your estate. ... Read More

With a certain amount of uncertainty involved, many individuals may be hesitant to put a plan in place for the future. However, chances are, you may have preferences as to the distribution of your assets and how you wish to ... Read More

When you reach your older years and time of retirement, you may find yourself among the many individuals who need long-term care. Numerous issues could result in the need for this care, such as mental deterioration, serious illness or injuries. ... Read More