March 28, 2025
In the process of creating any kind of trust, you will need to name the trustee, or a person responsible for managing the assets held in the trust and distributing those assets to your beneficiaries.
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- All Posts
- 401(K)
- 529 Plan
- 60
- Adult Adoption
- Advanced Care Planning
- Advanced Directive
- Advanced Medical Directive
- Aging
- Alzheimer's Disease
- Annuity
- Artificial Intelligence (AI)
- Asset Distribution
- Asset Protection
- Assets
- Assisted Living
- Attorney
- Baby Boomers
- Bankruptcy
- Beneficiaries
- Beneficiary Designation
- Blended Families
- Business Planning
- Business Succession Planning
- Buy/Sell Agreement
- Bypass Trust
- Caregivers
- CARES Act
- Charitable Giving
- Claim Against An Estate
- Codicils
- Collectibles
- College Savings
- Community Property
- Conservatorship
- cryptocurrency
- Death Tax
- Debts
- Dementia
- Diabetic
- Digital Assets
- Disability Plan
- Disabled Dependents
- Divorce
- DOMA
- Durable Power of Attorney
- Elder Abuse
- Elder Care
- Elder Fraud
- Elder Law
- Elder Law/Medi-cal Planning
- Elderly
- Estate Administration
- Estate Planning
- Estate Taxes
- Executor
- Family Business
- Family Limited Partnership
- fiduciary
- Finances
- Financial Conservator
- Financial Planning
- Funeral Arrangements
- Funeral Costs
- Gen Z
- Geriatricians
- Gift Tax
- Gifting
- Grantor Retained Annuity Trust
- Grantor Trust
- Guardianship
- Harmless Error Provision
- Health Care
- Health care proxy
- HIPAA
- Home Health Care
- IAEA
- Identity theft
- Illiquid Assets
- Incapacity
- Incapacity Planning
- Income Tax
- Inflation
- Inheritance
- Inheritance Tax
- Intangible Assets
- Intellectual Property
- IRA
- IRA Account
- Irrevocable Life Insurance Trust
- Irrevocable Trust
- Joint Tenancy
- Joint Tenants
- Lawsuits
- Legacy Planning
- Legal Documents
- LGBT
- Life Insurance
- Limited Liability Company
- Living Trusts
- Living Will
- Loans
- Long Term Care
- Long Term Care Insurance
- Marital Deduction
- Married Couples
- Medi-Cal
- Medicare
- Millennials
- Needs Assessment
- News and Updates
- No Contest Clause
- Non-Married Couples
- Notarize
- Nursing Homes
- Online Accounts
- Pandemic
- Parkinsons
- Personal Property
- Personal Representative
- Pet Trust
- Pet Trusts
- Philanthropic Giving
- Planning For Pets
- Planning For Physicians
- Power of Attorney
- Pre-Nup
- Premarital Agreements
- Probate
- Property Ownership
- Property Taxes
- Qualified Personal Residence Trust
- Real Estate
- Recession
- Residuary Clause
- Retirement
- Retirement Planning
- Revocable Trusts
- Roth IRA
- Same-Sex Marriages
- SECURE Act
- Seniors
- Shareholders
- Social Media
- Social Security
- Special Needs
- Special Needs Children
- Spendthrift Trust
- Succession Planning
- Survivorship
- Tax Planning
- Taxes
- Testamentary Trust
- Transferring Shares
- Trust Fund
- Trustees
- Trusts
- Veteran's Benefits
- Wealth
- Wealth Transfers
- Widows
- Will Contest
- Wills
December 18, 2024
Numerous people may need to be appointed to help manage your affairs either during your lifetime or after you pass...
December 16, 2024
Are you planning to use a trust as part of your estate? You’re not alone. Many California residents turn to...
December 13, 2024
A comprehensive estate plan likely includes more than one component in California, and our Pasadena estate planning attorneys can help...
December 11, 2024
The administration of a trust is the key component of a trustee's fiduciary duties. A trustee has a legal and...
December 9, 2024
Multiple factors influence the timeline for settling someone's estate in California. Some of the most important factors to consider are...
December 6, 2024
You may have heard both the terms elder law and estate planning in connection with developing strategies for your future.
December 4, 2024
Many estates go through the probate process after the decedent passes away. However, you may be interested in taking proactive...
December 2, 2024
The approaching new year brings forth many opportunities including the chance to revisit an existing estate plan or to set...
November 29, 2024
If you are the current or future beneficiary of a trust, it is important to understand the full scope of...
November 27, 2024
By taking care now to complete your estate plan with the help of a Pasadena estate planning law firm, you...
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