estate planning
How Married Couples Can Divide Their Living Trust Assets
All to the surviving spouse, or to bypass trust or QTIP trust?
All to the surviving spouse, or to bypass trust or QTIP trust?
2023 gift and estate tax exemption and annual gift exclusion. How much can you gift without a gift tax?
How to transfer your assets to your California Living Trust to avoid probate
Choosing the right successor trustee for your living trust
An overview on estate planning. Why to do it. How to do it. When to do it.
A brief overview of how to fund your living trust
If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...
Checklist of what a trustee should do during trust administration
If you have a living trust, your trustee must begin the trust administration when you pass away.