Beware of Estate Planning Scams
A living trust is a legal tool that allows you to manage your assets during your lifetime and direct how they will be distributed after your death—without going through probate. It’s one of several estate planning strategies available to California residents. Beware of Estate Planning Scams While many professionals offer trustworthy help with wills and […]
Funding a Living Trust: Transfer Assets & Avoid Probate
Funding a living trust transfers asset ownership into the trust to avoid probate, ensuring seamless inheritance. To fund your trust, execute a deed (e.g., quitclaim) for real estate, re-title vehicles or boats, and update bank or investment accounts into the trust’s name. Designate the trust as beneficiary for life insurance policies and retirement accounts (like […]