by LM2 | Feb 21, 2024 | Estate Planning, Trusts |
As tax season rolls around, it’s not just a time for crunching numbers; it’s also the perfect opportunity to review your living trust. With your financial information already in order and at your fingertips, a trust review can be a seamless part of your...
by LM2 | Nov 14, 2023 | Estate Planning, Trustee, Trusts |
Designing a trust is a significant move in estate planning, one that provides flexibility and potential tax advantages. Central to the operation of any trust is the Trustee, responsible for managing and distributing the trust’s assets as per its terms. Given...
by Christine Brown | Aug 18, 2023 | Estate Planning, Trusts
One common misconception that often holds people back from estate planning is the fear that putting their house in a trust will make it difficult to control their asset or sell it in the future. As a trust lawyer in Los Angeles County, I can confidently say that this...
by Christine Brown | May 10, 2023 | Estate Planning, Trusts
Estate planning involves careful consideration of your assets and how they’ll be managed upon your passing. One common question that arises is whether a burial plot should be included in a living trust. Our Torrance will and trust lawyers will explain why burial...
by Christine Brown | Apr 19, 2023 | Estate Planning, Special Needs Planning, Special Needs Trusts, Trusts
Parenting an adult with special needs can present unique financial challenges. A Special Needs Trust can help to ease the burden by providing additional resources without compromising your child’s eligibility for government benefits. Funds from a trust may be...
by Christine Brown | Apr 10, 2023 | Estate Planning, Trustee, Trusts
When creating a trust, one important decision to make is who will act as the trustee. Choosing to name a non-family third party as the trustee of your trust can provide several benefits. Here, we will explore why this option may be considered when deciding who will...