A trust is a handy tool to use as you create your estate plan. It can allow you to do many things with your assets and can even serve to protect your assets. However, you will have to choose the right type of trust. A revocable trust is fluid. You can make changes to...
Many who live in California have some type of estate plan or will in place to cover their assets when they die. This can determine who takes care of any minor children they have, who gets their retirement funds or what happens to the family pets. The opposite side of...
If you have not yet prepared your estate planning documents, resolve not to put this responsibility off any longer. Organizing your thoughts in advance helps smooth the way. Here are five common estate planning mistakes and how you can avoid them. 1. Failing to plan...