Comparison of California Wills, Revocable and Irrevocable Trusts

Share This Article

There is a lot to discuss when clients ask about the possible appropriateness of these different wealth transfer vehicles. Sometimes it is helpful to use the following table of comparisons as a sort of scaffold to start exploring possible solutions to their specific needs.

It is here reproduced by popular demand. As said, the comparisons are useful but go only skin deep. Please consult us or another Trust & Estates attorney to have your specific questions answered.

PDF File of Wills-vs.-Trusts

Wills versus Trusts compared

We don’t spam! No more than five mailings per year.

More Articles

Smart charitable giving

Smart Ways to Give To Charity

As an estate planner, I often get asked about smart ways to give to charity, especially considering estate and income tax savings, and here are

Read More

Schedule a free consultation with Klaus Gottlieb

© 2024 wealthcarelawyer.com. All rights reserved.

Wealth care is an orchestrated approach to your estate planning needs that considers multiple dimensions and coordination with your existing financial and tax professionals.