(916) 572-6048

Living Trust

Trusts are powerful planning tools that enable you to avoid probate, plan long term for your family’s future success, and possibly save on estate taxes, or even qualify you or your spouse for Medi-Cal or VA benefits.

There are many different types of trusts, and even inside a “basic” revocable living trust there are many differences.  Differences that may not be apparent to you when you look at a trust, but that become glaringly apparent for your surviving spouse or children.

legacy-now-later.jpg
Five Reasons To Never Give An Outright Inheritance To Your Children - and What to Do Instead!
If you’re like me, you want to leave an inheritance for your children.  It’s likely part of what you are
Read more.
help-with-college-expenses.jpg
Tips for Grandparents Helping with College Expenses
Grandparents are increasingly in the picture helping grandchildren with the skyrocketing costs of college.  That help can be unintentionally negative
Read more.
protect-family.jpg
To Protect Your Children’s Inheritance, You Don’t Have to Control It
An estate plan gives you lots of opportunities to define when and how your beneficiaries can use their inheritance.  Inheritance
Read more.
high-school-graduate-legal-kit.jpg
Legal Protection for Your College Freshman
Besides Top Ramen, there are two essential legal documents your high school graduate needs to have in place. Two Key
Read more.
mother-caregiver.jpg
Protecting Mom’s Future – Estate Planning for the Surviving Spouse
According to the Census Bureau, 56% of surviving spouses over age 65 are women.  When it comes to estate planning
Read more.
disabled-child.jpg
7 Costly Mistakes When Planning For A Special Needs Child
Children with disabilities can benefit greatly from advanced planning on the part of their parents. Conversely, if the parents fail
Read more.
control-assets.jpg
Control Your Assets in a Trust
One of the questions I get all the time is, should I put _________ (name an asset) into my trust? 
Read more.
5 Trust Types.png
5 Types of Living Trusts You Need to Know About
Not all living trusts are the same.  And I’m not talking about quality either, though that is a major factor
Read more.
boatload.jpg
If Your Trust Is the Beneficiary of Your IRA, It Could Cost Your Kids a Boatload
If you have the wrong kind of trust, naming it as the beneficiary of your retirement account could cost your
Read more.
jackson-star.jpg
Michael Jackson’s Intent or Opportunists – Court Sends Ex Business Partners Packing
It's 2006, Michael Jackson and his partners are meeting in a hotel.  Jackson promises his partners shares in his company
Read more.