It’s one of the most common questions estate planning attorneys hear: “If I put my house and savings into a revocable trust, ...

Why a living trust isn't the answer for all your assets.

For many people, the word “trust” brings to mind wealthy families or complex tax planning. In reality, trusts are one of the ...

Your home can be one of the most valuable assets you own. Therefore, deciding what happens to it after you’re gone is a ...

The largest wealth transfer in history is causing a surge in estate disputes. Learn how to protect your estate and ...

A trust approaches those same goals with more flexibility and privacy. It can manage assets during life, after death, and even across generations. The differences are not technical details reserved ...

A beneficiary designation is a document — usually a simple form — that tells a financial institution or insurance company who ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

She is one of Ventura County’s main private fiduciaries, chosen by a probate judge to handle the financial and personal ...

Below are two messages I received recently, describing the compounding of grief and financial disaster in the wake of death ...

For many families, the administration of a decedent's estate proceeds quietly and efficiently. Assets are gathered, debts are ...

Noozhawk republishes news articles from CalMatters on state and local policy issues that affect Santa Barbara County readers. It was a ...