While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love. There are a few important legal steps you can ...

A living trust is a legal document you set up while you’re alive to ensure that the assets you put in the trust, such as real estate, stock and bond holdings, CDs, and jewelry, are distributed in the ...

There are certain benefits a living trust offers over a will. Living trusts aren't right for everyone, and there can be higher up-front costs. It's best to work with an estate-planning attorney to see ...

If you have established a living trust and own real estate, you were likely advised to transfer the real estate to your trust. A living trust may also be known as a “revocable trust,” “inter vivos ...

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 ...

Q: Our financial assets are held in a living trust. But I don’t know if our home was ever transferred into the trust. Our real estate tax bill shows only my name and not the name of the trust. So we ...

When someone passes away and their property is not in a trust, these assets must typically go through probate. Probate is a ...

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

California living trust laws govern how residents can create and manage trusts to hold their assets, potentially bypassing probate-a court-supervised process for transferring property after death.

But estate taxes were one of the myriad items covered by the Reconciliation Act signed into law on July 4, 2025, and unofficially referred to as One Big Beautiful Bill. The estate tax exemption, ...