Will vs Trust in California: When Each Makes Sense as Your Primary Estate Planning Document
Not every estate plan requires the same approach. The real question is whether a will alone can meet your goals or whether a trust is necessary to fully protect your family and assets…
How a Spendthrift Trust Protects Your Child’s Inheritance
Writing your own estate plan may seem like a smart and affordable decision. Online services and pre-made trust templates promise simplicity and control. In practice, these plans often create confusion, conflict, and expensive legal problems after someone passes away…
How Does a Living Trust Work in California?
Living trusts are one of the most commonly recommended estate planning tools in California, yet they are also one of the most misunderstood. Families often overlook that creating a living trust means giving up control of their property or locking assets away. In reality, the opposite is true…
Can You Change a Living Trust After It’s Created? California Rules
One of the most common questions I hear as a California estate planning lawyer is whether a living trust can be changed after it is created. The short answer is yes, in most cases, you can change a revocable living trust whenever you want…
The Real Downsides of a Living Trust in California (And How to Avoid Them)
Many California families want to understand the advantages and disadvantages of setting up a living trust. The question I hear often is simple. What are the negatives of setting up a living trust?…
The Difference Between A Trust, A Will, and A Living Will
Most people have heard of a will, many know about a trust, and some have come across terms like living trust or living will. On top of that, there’s the broader concept of an estate plan…
How to Add a Home with a Mortgage to a Living Trust Without Refinancing
For many California homeowners, transferring a home into a revocable living trust is one of the most important steps in protecting family assets, avoiding probate, and ensuring your property passes smoothly to your loved ones…
Does Your Living Trust Need Its Own Bank Account?
When families create a living trust in California, one of the first questions that comes up is whether the trust should have its own bank account. The answer depends on how your trust is set up, but in most cases…
How a Living Trust Secure Your Legacy in Orange County
Learn how a living trust simplifies inheritance and protects your loved ones in Orange County.
Living Trust Privacy in Orange County: Keep Your Estate Confidential
Learn how living trusts protect your privacy and keep estate matters confidential in California.