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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.

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Last week, we shared the first part of our series on cryptocurrency risks and scams, and if you haven’t read
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Pay For a Loved One’s Education With an Education Trust Fund
Today’s parents are all too familiar with the budget-busting cost of funding a child’s college education. It can be challenging
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Is California’s New Transfer on Death Deed a Safe Alternative to a Living Trust?
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Messy pile of vintage objects.
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If you’re like me, you want to leave an inheritance for your children.  It’s likely part of what you are
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Grandparents are increasingly in the picture helping grandchildren with the skyrocketing costs of college.  That help can be unintentionally negative
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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
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Protecting Mom’s Future – Estate Planning for the Surviving Spouse
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