Q: My mother died a few months ago. She had a living trust leaving everything equally to me and my half-brother. He was named successor trustee, I assume because he lives in the States. I'm in the ...

A trust is used to control how assets transfer after death. When the grantor dies, the trust becomes an active legal entity.

Living trusts can help your heirs avoid probate. A living trust can typically be updated while you're still alive. They can be more expensive than wills. This legal document gives you flexibility 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.

When one creates an estate plan, a “simple” Last Will and Testament (LWT) is frequently the document that first comes to mind. The concept of creating and funding a trust, […] ...

Estate planning is often misunderstood as something only wealthy families need to think about. In reality, anyone who owns a ...

Dear Liz: My friend died unexpectedly. I am helping her stepson, who is the successor trustee for her living trust, to get the estate settled. Her estranged son was a beneficiary on her main checking ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. If you’re thinking about creating a Living Trust in ...

Dear Liz: My older brother and his wife recently told me they made me the executor of their living trust. I have no experience with this. They live in Maryland and I’m in California. Can you please ...

An important estate planning decision that you could face when setting up a living trust is choosing a trustee or trustees to oversee it. Appointing multiple trustees can enhance the management of ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

A living trust can be modified while the trustor is still living. Using a living trust helps people avoid the probate process. A will may be the better option for people with simple estates. Living ...