Far too often, when I review prospective clients’ trust documents and financial statements, I find that their accounts haven’t been titled in the name of the trust they created. 5 Unfortunate ...

One essential tool for estate planning is a living trust. It allows your assets to bypass the lengthy, costly probate process ...

With a living trust, you designate a successor ... One of the biggest reasons to create a trust is to avoid probate. Your trustee will oversee the assets accordingly. Whereas with a will, an ...

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial ...

Pros and cons of a will Pros and cons of a living trust Who needs an estate plan? FAQs A will is a legal document you create that details how you want your assets and belongings to be ...

A key benefit of a living trust, also known as a revocable trust, is you retain control of your assets and property in the trust during your lifetime. You can make changes to the trust ...

“A living trust is essentially just a bucket that says, ‘I (the principal) am creating a bucket and I am in charge of ...

A living trust is a legal arrangement in which you control your assets as long as you're alive. A major benefit to a living trust is avoiding probate. Depending on the assets you have, you may not ...

I take a look at the mistakes people frequently make with living trusts. Links to the first three parts of the series are at the end of this article. In the typical living trust, you and your ...

I often meet new or potential clients who have established revocable living trusts before meeting me but haven't completed ...

And it can also be a costly process, to make matters worse. So avoiding probate with a living trust could make it so your heirs get their hands on their inheritance more quickly and with less ...

It is hard to believe it is fall again in Tehachapi. Soon it will be Thanksgiving and then Christmas! Have you been thinking ...