Almost every aspect of creating a trust can be complicated. From picking a trustee to deciding how the trust assets will be distributed, there are a number of decisions that go into the legal document. And it doesn’t end once … Read More
There’s a lot that goes into creating a trust, and that includes distributing the trust assets once the grantor is gone. This process is more than deciding who gets what; you have to lay out when your beneficiaries will receive … Read More
Whether you’re getting an early start on your estate planning or have been procrastinating, creating a trust could give you a little more peace of mind, especially if you have a large estate. A trust is a legal contract that … Read More
The title of trustee comes with a great deal of responsibility, and one of the most monumental tasks includes annual trust accounting. In the state of California, trustees are required to complete an accounting of the trust assets and how … Read More
As you shut the door on tax season this year, remember not to close it on the relationship you have with your CPA. Taxes are just part of the overall financial planning process, and there are plenty of ways a … Read More