Category: Living Trust

Naming a successor trustee is easy; the job they inherit is not. Here is what the role actually demands and why the choice deserves real thought.

A divorce does not automatically rewrite your living trust. Here is why an outdated trust can send assets to an ex-spouse and how updating it works.

Joint tenancy avoids probate at the first death, but it can create tax and control problems a trust avoids. Here is how the two really compare.

Not everyone needs a living trust, but in California, owning a home usually tips the scale. Here is the honest way to think about whether a trust fits.

A revocable trust is built to change, but how you change it matters. Here is when an amendment works, when a restatement is cleaner, and what to avoid.

A signed trust that never received your assets sends your family straight to probate. Here is why funding is the step that makes a trust actually work.

Life changes, and a revocable trust is built to change with it — but how you make the change matters. Here is when a simple amendment works, when a restatement is cleaner, and the edits that can quietly void your intent.

A living trust and a will both say who inherits — but only one keeps your family out of probate court. Here is how they differ, and the funding step that decides whether a trust actually works.

California Estate Planning What a Living Trust Actually Doesin California (And What It Doesn’t) Most people know a trust “avoids probate.” Far fewer know that a trust which never received the deed to the house protects nothing at all. Here is how it really works. By Quinnie DoRegistered Legal Document Assistant, LDA #268 A California living […]