Trusts can be an important part of a comprehensive estate planning strategy, but they are often misunderstood. Learn about the different types of trusts and what benefits they offer by following our regularly updated blog.
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Estate Planning and Mental Health Issues There is no shame in acknowledging a mental health illness and planning for mental health issues should be part of your estate planning strategy. -
Are Family Limited Partnerships under Attack? A popular and powerful estate planning tool, the Family Limited Partnership, may be under attack by the Biden administration. -
How Remarriage Affects Your California Estate Planning? You and your spouse likely signed several estate planning documents together, or for the benefit of each other and your family. Now it's time to untangle those. -
Trust and Estate Administration: Who Goes to the Meetings? Being named as the executor or personal representative can be overwhelming. You are now in charge of carrying out the decedent's wishes...legally. -
What is HEMS and Should it Be in My Trust? HEMS is simply an acronym for "health, education, maintenance, or support." It is oftentimes included in trust provisions to protect against taxes. -
How Estate Planning Strategies Could Be Impacted by Election Outcome Many people benefit from estate planning tax benefits, such as the estate and gift tax exemption limit and the step-up in basis, but that all can change. -
Different Types of Trusts to Consider in California Trusts can be designed to accomplish many different estate planning goals. Learn about some of your options in California and how a lawyer can help you choose.