March 3, 2024
What assets should not be in a trust in California?

What Assets Should Not Be in a Trust in California?

Trusts are a type of estate planning tool that can provide a range of benefits for both the owners of property and their families. Establishing a trust can help give you peace and security that certain property you own will be distributed to your loved ones according to your wishes after you pass. However, some may ask, “What assets should not be in a trust in California?” Learn more and see how working with an […]
January 18, 2024
What assets should not be in a trust?

What Assets Should Not Be in a Trust?

Estate planning is a critical part of ensuring that your assets are secure and transitioned properly to the people or organizations you want, and a living trust can be used as a valuable instrument in estate planning. Trusts offer several significant advantages, like allowing you to dictate the distribution of your assets. However, it’s also important to understand what assets should not be included and why; every individual estate is unique and needs personalized attention […]
January 22, 2022
What Is Trust Administration?

What Is Trust Administration?

The loss of a loved one is a difficult and stressful time, and settling their estate often adds an additional burden on the individuals who cared about them. The process of trust administration is the means of settling an individual’s estate when they have a trust in place. This often alleviates a great deal of anxiety for those who are mourning. The Complexities of Trust Administration Oftentimes, when an individual signs a trust document, they […]