If you put money into a trust when making an estate plan, you can have some say in how the beneficiary uses the money. For instance, a grandparent may consider putting money in a trust for a grandchild’s eventual college education. One issue with trusts is that they...
Month: November 2025
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Estate planning for digital assets
Most estate planning revolves around tangible assets. This includes money that people have in bank accounts, real estate that they own and much more. It can even include collections, family heirlooms and home furnishings. These days, however, people own more and more...
Add a simple step to your California estate plan
Some people who have smaller estates with fewer assets attempt to use a simple will to address their estate. They may not have enough property and resources to need a trust to dispense their worldly goods. But situations can crop up where a will falls short of the...

