If you need to make changes to your living trust, you can either amend the original document or create a new document with a California trust restatement. Read on to learn more about when a restatement is advised, and the benefits of restating a living trust. Then, be sure to contact A People's Choice to learn how we can help.
With our living trust preparation checklist, a DIY trust is possible! Plus, by working with a registered legal document assistant such as A People's Choice, you can avoid high attorney's fees for help drafting your trust. Read on for our complete California living trust checklist and to learn more about the necessary actions that come along with writing a trust.
You're probably familiar with the concept of a living trust, but there's an important step that comes after signing the trust. Read on to learn more about the process of funding a living trust and what consequences you may face if you fail to do so.
As we get older, we tend to spend more time thinking about our estate plans, what we leave to our children, and our legacy. However, oftentimes the cost of preparing estate plan paperwork with an attorney pushes this item to the back burner. Looking to prepare a living trust for a fraction of the cost? Here is the story of how one woman did just that - and saved $500!
The process to set up a living trust in California is relatively straightforward and most people can do it themselves without having to hire a lawyer. To set up a living trust, you will need to know how you want to distribute your estate when you pass away. A People’s Choice can help you set up a living trust for a fraction of what it would cost to work with an attorney.
Need to amend a living trust? A People’s Choice offers non-attorney estate planning services and can help to amend your living trust. You can save hundreds of dollars to amend a living trust by using a regisered legal document assistant rather than hiring a lawyer. Here are the steps you need to amend a living trust.
A spendthrift trust is a great tool to protect, preserve, and pass on wealth to beneficiaries. What makes a spendthrift trust so special? This article will explain the benefits of a spendthrift trust.
Creating an estate plan with a trust or will will make sure your wishes are followed and your family is taken care of after your death. These estate planning tools can help protect your assets and limit your tax liabilities.
Having a trust isn’t only for the rich and famous. A trust can help you manage your assets while living as well as avoid probate upon your death. There are many financial and privacy benefits associated with trusts. Read on to learn about the many reasons to have a trust. What [...]
On June 27, 2016, Governor Jerry Brown signed SB 833. The bill greatly reduces the scope of California’s Medi-Cal Estate Recovery against the estate of the deceased. Effective January 1, 2017, more Medi-Cal recipients can now leave an inheritance to their family without having to pay back the State upon their death. Basically, the new [...]