Blog Posts in Wills & Trusts

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  • How to prepare for a Will or Trust Contest
    How to prepare for a Will or Trust Contest

    Legally everyone is entitled to leave their estate to anyone they want. This means that they can exclude (or “omit”) anyone they want from receiving any distributions under a Will or a Trust. Often ...

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  • "I only need a simple trust"

    “ I only need a simple Trust ” is a request I hear often. However, this “self-diagnosis” may not always be the right one. A “simple” probate avoidance trust may or may not be the best fit for each ...

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  • Not all beneficiaries are created equal - some need incentives
    Not all beneficiaries are created equal - some need incentives

    It is common knowledge that if one dies without any estate planning (will or trust), their heirs would be able to inherit outright if they are over the age of majority – age 18. But, most agree that ...

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  • Will and Trust Provisions for your Pets
    Will and Trust Provisions for your Pets

    Pet Hospice is becoming a preferred choice of saying “goodbye” to a beloved companion animal. It is more humane for the animal because it focuses on the relief of the end-of-life suffering, and the ...

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  • Who Do You Trust?
    Who Do You Trust?

    “My parents set up a Trust to avoid Probate, but now that they are gone, the Trustee won’t give us a copy of the Trust, and although we have asked for information about the assets, the Trustee doesn’t ...

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  • Transfer on Death Deed
    Transfer on Death Deed

    The Revocable Transfer on Death Deed: are Trusts a thing of the Past? The California legislator enacts thousands of laws each year. On January 1, 2016, Assembly Bill 139 became the law, known as the ...

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