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Living Trust

California Wills and Trust Requirements

There are many differences to be aware of when considering a will vs a trust for estate planning. In the following article, we will touch on the various requirements of a will and trust set forth by California statute. Statutory Authority. Wills:  Cal. Prob. Code §§6100, et. seq. (Division 6) Trusts:  Cal. Prob. Code §§15000, […] Read more

What Is the Trustee of a Trust?  What Are His Or Her Duties?  Who Should I Consider When Deciding Who Will Serve as the Trustee of My Trust?  What Is a Trustee and a Successor Trustee? A trust is basically a way to organize and direct your estate plan and a trust may be created as […] Read more

It has been our experience here at I&E that most folks are aware that Living Trusts are a powerful estate planning tool.  But the problem is that for most, this may be as far as they’ve gotten towards actually moving forward and beginning the process of creating one. Which is why…. One of the first […] Read more

Recent Celebrity Deaths Show the Need for Comprehensive Estate Planning Several well known celebrities have died in recent months, some leaving behind well planned wills and estate plans and, in other instances, the celebrity’s death can serve as an example of what chaos can potentially ensue when someone dies intestate, or without a will, particularly […] Read more

How To Create a Living Trust A revocable living trust allows you to set up a plan that protects your estate both in life and in death. In life, the living trust allows your trustee to take charge of your estate if you are diagnosed as incapacitated. In death, your living trust allows your chosen […] Read more

If you have loved ones, perhaps you’re asking whether a living trust may be right for you? This article will help you understand what is a living trust. Armed with some knowledge, we will then review our top 7 benefits when using a living trust for your estate planning, so you can make the right decisions, […] Read more