When you set up a living trust, one of the most important decisions you make is naming your successor trustee. This is the person or institution that will take over the management of your trust when you...
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You may think a simple will is all you need when you are planning your estate. It’s relatively straightforward, and trusts are only for people with multi-generational wealth, right?In fact, while a basic will covers essential instructions,...
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In this post, we are going to examine the concept of a Heggstad petition, a legal tool under California law. But first, to appreciate its value, you need to understand the fundamental role of a living trust.Living...
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Caring.com has been conducting annual surveys to measure the estate planning preparedness of American adults. They consistently find that about one-third of the people they question have wills or trusts in place. When they asked those without...
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