Helpful Trust & Probate Blog Articles
What Can I Do if the Trustee Won’t Give me a Copy of the Trust?
What happens when a trustee fails in their duty to provide beneficiaries with a copy of the living trust? This scenario happens all too often, but California Probate Court has some provisions in place, allowing beneficiaries to compel the trustee to provide a true and complete copy of the trust. To find out more about this provision, connect with Max Alavi APC, OC Trusts Lawyer.
The Importance of Properly Funding Your Trust
A living trust can be an effective way to transfer assets to your heirs upon your death. However, it’s important to remember that creating trust is merely the first step. It’s equally essential to ensure that the trust is fully funded.
Do I Really Need to Create a Living Trust?
A living trust can be an important estate planning tool, helping you pass along your assets to the intended heirs without the need for the probate courts to intervene. Find out more about the benefits of establishing a living trust, and the reasons to hire an experienced living trust lawyer, in this blog post from Max Alavi APC, OC Trusts Lawyer.
Wills vs. Trusts: In Plain English
What is a living trust vs. a will, and which should you use for your estate planning process? While both documents can be helpful in directing the allocation and gifting of your assets, it’s only the living trust that allows you to avoid the expensive and time-consuming probate process. Find out more about the distinctions between these documents by reading this post from Max Alavi APC, OC Trusts Lawyer.
How to Avoid Sending Your Loved Ones to Probate Court
Funding your trust is one of the single best things you can do to spare your beneficiaries from the probate court. Find out more about what it means to fund a trust, which items to include, and which items to leave out. Seek insight from Max Alavi APC, OC Trusts Lawyer.
As Circumstances Change, So Should Your Estate Plan
Your estate plan was designed to address your needs, goals, and aspirations as you see them, not reflecting both your present financial realities and your current family dynamics. But in life, the one constant is change… and as your life takes new twists and turns, it’s important to ensure your estate plan is up to date.