Tag: Trust

Revocable Trust

Arranging a revocable trust is one of the simplest and most affordable ways to protect assets. By transferring ownership of property to a trust the estate bypasses the probate process and assets can be gifted to beneficiaries soon after death. Most people prefer a revocable trust because the terms can be changed when needed. Trusts […]

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Living Trust

People are often unsure about using a California living trust, especially if they don’t own a lot of property. This estate planning strategy is a good way to keep assets out of probate and can also minimize or remove federal estate taxes. As with all estate planning methods a living trust offers benefits, but can […]

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