The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current ...

The most powerful and flexible tool estate planners have today is the revocable living trust. It is essentially a substitute for a will that allows you to avoid the often lengthy and expensive probate ...

SACRAMENTO, CA, November 29, 2022 /24-7PressRelease/ — Putting one’s affairs in order can be a complicated business, particularly if multiple sources of income and properties are involved. Many ...

Estate plans are an important part of preparing for the future. People protect their families and loved ones by creating wills, trusts, health care directives, etc., but what happens when ...

So, you have an irrevocable trust (or several) and you want to take a loan from the trust. While that might sound simple it really may not be as simple and you think, and you should discuss the ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Two types of legal documents can outline your wishes for after you die, yet few people understand the pros and cons of either a revocable living trust or a will. Generally, a revocable living trust or ...

Not everyone wants to leave heirs with unfettered access to the wealth they’ve accumulated over the course of a lifetime. Some people want to put restrictions on when or how money is used. Others hope ...

Secured loans are made every day by banks, credit unions, and other financial lenders. If the security for repayment of a loan is real estate, the security is taken in the form of a deed of trust ...