How often should you adjust and update your trust in California? Once an estate plan is generated and your trust(s) are established and funded, aren't you finished? The simple answer is no—life ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Many taxpayers created irrevocable trusts and transferred significant ...

A trust can be a valuable way to protect your estate, but there are many considerations to make when choosing the right type of trust for your needs. For example, does a revocable trust become ...

Discover how a marital trust can offer tax benefits, avoid probate, and ensure asset distribution to a surviving spouse or ...

There are different types of trusts that can be used to achieve specific estate planning and wealth preservation goals. Irrevocable trusts can be used to protect assets from creditors and to minimize ...

If a trust is created to benefit a surviving spouse, it is important to consider who will serve as trustee. A thoughtfully selected trustee can help ensure the trust is administered according to the ...

Estate planning has two components: the organizational (writing documents and securing funding) and the operational (what happens next as life goes on). Much emphasis is put on the organizational ...

The estate tax exemption amount gets a lot of press, but that isn’t the tax provision most folks need to be aware of in estate planning. In 2024, the estate tax exemption — the amount anyone can pass ...

Question: My husband and I are having an argument that I hope you can help us resolve. We have a trust and all our assets have been accumulated through our lives together. It is all community property ...