What Experienced Estate Planning Attorneys Know About Trusts and Wills


The basic purpose of estate planning is to prepare for the possibility of incapacity and for death.  Your estate plan can include various types of estate planning tools, including trusts and wills. The variety of estate planning strategies that are available allows you to customize a comprehensive estate plan to fit your needs.  This article [ ] The post What Experienced Estate Planning Attorneys Know About Trusts and Wills appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/sacramento-estate-planning-attorneys-know-trusts-wills/

Standard

Sacramento Trust Attorney Discuss Various Trusts and Their Benefits


A trust can be a very useful estate planning tool, particularly because they can help you to minimize estate taxes and possibly avoid probate. Trusts are essentially fiduciary agreements, meaning they are built on trust and confidence, between the grantor (the person making the trust) and the trustee. The trust agreement gives the trustee the [ ] The post Sacramento Trust Attorney Discuss Various Trusts and Their Benefits appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/sacramento-trusts-attorneys-discuss-various-trusts-benefits/

Standard

Trust Lawyer Explains the Discretionary Trust


Trusts are one of many important tools that can be included in an overall estate plan. A discretionary trust is a particular type of trust that provides the trustee with broad discretion regarding how the trust property is managed and distributed. Unlike a fixed trust, beneficiaries of a discretionary trust can only receive distributions from [ ] The post Trust Lawyer Explains the Discretionary Trust appeared first on Northern California Center for Estate Planning and Elder Law.
https://www.norcalplanners.com/trust-lawyer-explains-discretionary-trust/

Standard

Types of Trusts You Can Use for Special Needs


Trusts are very valuable estate planning tools that provide a way to hold and manage assets for the benefit of your loved ones. You have the opportunity to include your own instructions as to how the property should be distributed and under what circumstances.  A trust is an especially valuable tool if you have a [ ] The post Types of Trusts You Can Use for Special Needs appeared first on Northern California Center for Estate Planning and Elder Law.
http://www.norcalplanners.com/types-trusts-can-use-special-needs/

Standard

Trusts and Trust Administration in Sacramento


Regardless of your purpose for creating a trust, that trust will need to be administered.  Trust administration involves investment management, implementing charitable giving strategies, risk management, insurance planning and business succession planning, when applicable.  The trustee you select to manage your trust and its administration will be responsible for carrying out the terms of the [ ] The post Trusts and Trust Administration in Sacramento appeared first on Northern California Center for Estate Planning and Elder Law.
http://www.norcalplanners.com/trusts-trust-administration-sacramento/

Standard

Why You Might Need California Special Needs Trusts


Trusts are very valuable estate planning tools that provide a way to hold and manage assets for the benefit of your loved ones.  You have the opportunity to include your own instructions as to how the property should be distributed and under what circumstances.  A trust is an especially valuable tool if you have a [ ] The post Why You Might Need California Special Needs Trusts appeared first on Northern California Center for Estate Planning and Elder Law.
http://www.norcalplanners.com/might-need-california-special-needs-trusts/

Standard

California Trust Laws Regarding Irrevocable Trusts


A trust is often used in estate planning as a method for management of assets long-term.  Those trust assets are transferred into the trust.  With irrevocable trusts, the transfer is permanent, meaning that the grantor (the person who creates the trust) must give up all control and ownership of the property.  Because the trust is [ ] The post California Trust Laws Regarding Irrevocable Trusts appeared first on Northern California Center for Estate Planning and Elder Law.
http://www.norcalplanners.com/california-trust-laws-regarding-irrevocable-trusts/

Standard