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Many people assume that once a living trust is signed, it cannot be changed. Fortunately, that is usually not the case. Most California living trusts are revocable, which means they are designed to change as your life changes. You may decide to update your successor trustee, add a new beneficiary, reflect changes in your family, [...]
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Many people believe estate planning begins and ends with legal documents. While documents are important, one of the most valuable things you can leave your family is organization. If something unexpected happened tomorrow, would your loved ones know where to find your trust? Would they know who your financial advisor is? Would they know how [...]
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Creating a living trust is an important step, but estate planning is not always a one-time event. As life changes, your estate plan should be reviewed to make sure it still reflects your goals, assets, and family circumstances. Many people create a trust and then store it away for years without thinking about it again. [...]
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