Moving to a new state is exciting! You have a million things to think about, from updating your driver’s license and getting your mail forwarded to enrolling the kids in school. One important thing people often forget is their estate plan. We get asked all the time, “Do I need to update my trust … [Read more...] about Do I Need To Update My Trust After Moving to Another State?
Can a Beneficiary Also Serve as Trustee?
As you begin the estate planning process and create your first trust, you may wonder, “Can a beneficiary also serve as trustee?” Beneficiaries can and often do serve as trustees of trusts. Although this practice is perfectly legal in many situations, there are specific responsibilities and legal … [Read more...] about Can a Beneficiary Also Serve as Trustee?
Can I Set Up a Trust to Protect My Assets from Nursing Home Costs?
If you’re worried about the rising cost of long-term care, you’re not alone. Many families are shocked when they learn just how expensive nursing home care can be. One of the most common questions people ask is: Can I set up a trust to protect my assets from nursing home costs? The short answer is … [Read more...] about Can I Set Up a Trust to Protect My Assets from Nursing Home Costs?
Should I Put My House in a Trust or Use a Transfer-on-Death Deed?
For many Californians, their home is not just a place to live. It’s their most valuable asset, the cornerstone of their financial stability, and often the legacy they hope to leave behind for loved ones. Because real estate plays such a central role in an estate, one of the most common questions … [Read more...] about Should I Put My House in a Trust or Use a Transfer-on-Death Deed?
