
Comparison of California Wills, Revocable and Irrevocable Trusts
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
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 selection of a trustee is one of the most important decisions a settlor can make. Revocable trusts are often established to avoid probate and
Summary: Totten Trusts and Payable-on-Death (POD) accounts are both financial tools that allow assets to bypass probate, ensuring that funds go directly to a designated
Understanding Testamentary Capacity: Requirements under CA Probate Code Section 6100.5 Let’s start with wills. CA Probate Code Section 6100.5 states: “(a) An individual is not mentally
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