No trust contains unlimited funds or an interminable time horizon. In the end, every trust eventually ends.
Category Archives: Estate Attorney
03
Dec
Dec
Left unaddressed, estate planning myths create serious trouble for loved ones. This often leads to intrafamily conflict, permanently damaged relationships, and lengthy and expensive court battles.
Elder Care, Elder Law, Estate Attorney, Estate Planning, Guardianship
Do You Need an Elder Law Attorney?
08
Oct
Oct
Planning and asset protection ensures you or your loved one will receive the care they need.
Estate Attorney, Estate Planning, Estates, Trustee, Trusts
A Separate Revocable Living Trust (RLT): What is it?
27
Aug
Aug
When a married couple (the grantors) uses a joint RLT for estate planning, they also serve as initial trustees of the trust. The grantors then combine their separate property and joint property into the same trust.
20
Aug
Aug
Does creating or updating your estate planning seem daunting? If so, this blog addresses common questions senior citizens ask about estate planning.
California Law, Estate Attorney, Estate Planning, Guardianship, Heirs, Trusts, Wills
Beneficiary Designations
18
Jun
Jun
If something happens, a successor trustee you previously selected steps in without court involvement. In such a case, they manage the trust on your behalf. You can also designate what happens to the trust’s money and property at your death.
Assets, Estate Attorney, Estate Planning, Heirs, Inheritance, Trustee, Trusts
Irrevocable Life Insurance ILIT Trusts
04
Jun
Jun
Even if Congress fails to act, in 2026, the current rate sunsets. This cuts rates in half to about $6 million per individual. This blog post discusses ILIT Trusts. So, read on.
07
May
May
Although you may not own millions, your estate needs a proper legal plan, or an estate lesson plan. Estate is a general term referring to everything you own.
Assets, Estate Attorney, Estate Planning, Heirs, Probate, Trusts
More Estate Planning for Unmarried Partners
16
Apr
Apr
Naming your partner as the pay-on-death (POD) or transfer-on-death (TOD) beneficiary often leads to pitfalls. Some of these occur when you name them on beneficiary designation forms. The POD or TOD option allows you to maintain control of the account during your lifetime.
California Law, Estate Attorney, Estate Planning, Heirs, Inheritance, Trusts
Inheritance: Don’t Give it to Creditors
26
Mar
Mar
An SRT is a special type of trust. It designates the intended beneficiary of your retirement accounts after you die.