Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

Putting everything you own into a living trust can feel like the safest way to help your kids skip probate, but some assets ...

One of the most effective tools in the estate planning process is a trust, which can offer significant advantages-including the ability to bypass the often lengthy and costly probate process. Trusts, ...

If you will, allow us to present the hypothetical case of Pete Moneywise, a married, 78-year-old father of three who wants to get his financial affairs in order before his passing. Though he exists ...

I recently helped an executor administer an estate that poured over to an unfunded revocable trust. Although the decedent failed to use the trust to avoid probate, the trust made probate easy. The ...

While many might believe that a trust is the best way to shield beneficiaries from probate, not all assets are best served by being placed in one.

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

Alejandro Hernandez Earns Certified Probate & Trust Specialist Designation from the California Association of Realtors® ...