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Trust & Estate Planning Lawyer in Anaheim California

Protect your assets and your loved ones working with an Anaheim Trust & Estate Planning Lawyer

Tag: revocable trust

What is a Probate Avoidance Trust?

Posted on November 23, 2022November 23, 2022 by Rebecca Sommer

Overview of Probate avoidance trust If you are single, if you are married but have very limited assets (and do not mind the surviving spouse making any changes they want after your death), or if all of your estate is going to

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Trusts distribution of wealth, estate planning tools, incapacity, minor child, probate, revocable trust Leave a comment

What’s the Process of Setting Up A Trust?

Posted on October 12, 2022November 23, 2022 by Rebecca Sommer

  The Trust Process Includes: Draft the Trust Documents Draft a “Pour Over” Will Fund the Trust Rest Easy Trust Set Up Process You’ve decided you want a trust, done all the research (or worked with an attorney), and know what kind

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Trusts estate planning tools, revocable trust, trust Leave a comment

I’ve decided I want a trust…now what?

Posted on August 31, 2022December 12, 2022 by Rebecca Sommer

What this post covers: Why does the type of trust matter? What types of trusts are there? What about a pet trust or other terms? What to consider in setting up a trust After reading all about how wonderful trusts are, you

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Trusts distribution of wealth, revocable trust, trust Leave a comment

Are revocable trusts really worth the hype?

Posted on August 22, 2022October 12, 2022 by Rebecca Sommer

What’s the fuss with revocable living trusts, anyway? If you’ve looked into estate planning, chances are you quickly came across revocable living trusts. These trusts reign as the king of estate planning tools. But are revocable trusts worth the expense or is

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Trusts distribution of wealth, incapacity, minor child, probate, revocable trust Leave a comment

Recent Posts

  • Disclaimer Trusts: What Are They and How Do They Work?
  • What is a Probate Avoidance Trust?
  • What’s the Process of Setting Up A Trust?
  • Advance Health Care Directives
  • Power of Attorney: Who Needs One and Why?

Categories

  • Estate Planning (in general)
  • Trusts
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