Putting Your House in a Trust - As a homeowner, you may have several reasons for putting your home into a trust. One of the most obvious is saving your loved ones from having to go through the probate process. That includes probate fees, which can be up to 3% of your home's value, depending on what …
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Updating Your Plan: Your Trust or Will
Updating Your Plan: Your Trust or Will - As we approach the end of the year, it’s a good time to think about updating your plan. This includes your entire plan, including your primary vehicle, such as a trust or will. This is the second in a two-part series of articles on updating your plan. …
How to be the Trustee of a Trust: Attend Our Workshop
How to be the Trustee of a Trust: Attend Our Workshop - Even without foreclosures and limited information online that are experiencing these days, the probate court process can be confusing. The need for clean and concise information on California probate courts grow increasingly more important in …
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I was Appointed Trustee of a Trust. Now What Do I Do?
I was Appointed Trustee of a Trust. Now What Do I Do? - During the creation of a Trust, a number of decisions must be made. One of the most important of those decisions is who the Trustor (the person who establishes creator of the Trust) will appoint as the Trustee. Ideally, the Trustor will discuss …
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What Should I Do with My Inheritance?
What Should I Do with My Inheritance?: Dos and Don’ts for the Recent Heir Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a …
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