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 ...

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 ...

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 ...

Creating an estate plan is crucial for everyone over the age of 18, yet few Americans are making it a priority. A recent survey by elder care site Caring.com found 64% of Americans believe having a ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

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, ...