Living trusts are a fundamental pillar of estate planning. But they need to be dynamic, adapting to your evolving needs and circumstances. Often, these changes are weighty enough to necessitate the ...

Avoiding probate and retaining control over the distribution of your assets are two key benefits of using a living trust as part of your estate plan. With so many misconceptions around trusts, it's ...

Earlier this year, the California Supreme Court ruled that a trust amendment can be valid even if the trustor did not follow the specific amendment procedure referenced in the trust document itself ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. When you work hard your entire life to accumulate ...

This article is intended for educational purposes only and is not legal advice. For guidance on your personal situation, please contact a lawyer. Throughout my life, I've always heard that it's better ...

The California Supreme Court recently addressed the complexities surrounding trust amendments in the case of Haggerty v. Thornton (2024) 15 Cal.5th 729. The case settled the confusion over potential ...