Trusts

a person reviewing business documents and then there is a model of a house in front of them on their desk

Is Your Business Ownership Properly Aligned with Your Trust?

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Avoiding Funding Gaps: Why Most Trusts Fail Without Advisor Oversight

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Who Protects Your Protector? Preparing Your Successor Trustee for Success

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a picture of an estate plan and a trust with calculators and charts and all of that around it

The Secret Side of Your Trust: What It Can Do During Your Lifetime

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advisors planning with their different specialties.

The Peace-of-Mind Portfolio: How to Pair Your Trust with Insurance, Benefits, and Lifestyle Planning

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a picture of a file that says probate and has last will and testament documents on the folder

When Probate Becomes Necessary—Even With a Trust in Place

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a client in their advisors office going over trust litigation and signing a document

Understanding California Trust Litigation: Advisor Do’s and Don’ts

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When Google Fails You: Why DIY Trusts Backfire in California

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How to Spot Clients Who Need Immediate Trust Updates

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a picture of documents titled: living will, living trust, and estate plan

When a Will Isn’t Enough: Why Most Californians Need a Trust 

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Beyond the Basics: 5 Ways to Strengthen Your Trust Without Changing a Word

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an older couple sitting with their lawyer discussing their trust

What Makes a Trust “Work”? (Hint: It’s Not Just Having One)

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a whiteboard with taxes in the middle and then drawings of different things that involved taxes such as estates, businesses, etc.

Is Your Trust Aligned with Your Tax Planning?

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documents titled living trust and estate planning

How to Use a Trust Protector: Adding Flexibility to Your Estate Plan

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Halfway Through the Year: What Deserves a Second Look in Your Plan?

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What Happens If You’re Temporarily Incapacitated? Your Plan Might Not Say

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a picture of two hands pointing at each other like they are in an argument and then a lady in the back trying to diffuse the argument.

4 Tips to Avoid a Will or Trust Contest

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a lawyer sitting at a table while to the right of him there is a woman crossing her arms and to the left of him there is a man that looks upset.

What to Do If a Family Member Disagrees with Your Estate Plan – Managing Potential Disputes

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an older couple smiling together holding a small wooden house, symbolizing their trusts and assets.

AB Trusts—Do You Need to Get Rid of Yours?

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overhead shot of two women in a meeting. one of them is writing things down on a piece of paper while the other one is advising.

Successor Trustee 101: Their Crucial Role in Managing Your Trust

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