Modest Estate? Don’t Dismiss the Idea of Creating a Trust
When considering estate planning, sometimes it may be difficult to decide whether you need a Will, or both a Will and a Trust. In California, if the
We offer the option of consultations and meetings in-person, video & phone.
When considering estate planning, sometimes it may be difficult to decide whether you need a Will, or both a Will and a Trust. In California, if the
A Charitable Remainder Trust (“CRT”) allows the creators to gift assets to a charitable organization of their choice while retaining the right to receive the income from
When creating your Trust, it goes without saying that you spend a considerable amount of time selecting a trusted family member or friend to serve as
A charitable remainder trust is a trust which allows the creators to provide assets to a charitable organization and at the same time allows the creators, often
Ron Chauvel, a seasoned estate planning attorney at Chauvel & Glatt, LLP., has assisted clients with various family and health situations. Over the years, Ron has received requests
Change is inevitable. In terms of your estate planning, change is often unavoidable. Over time a number of things can happen: your assets may increase; you
As trustee of your revocable trust, you have the right to take assets in and out of your revocable trust. Most likely, one of those assets
Do you have a spouse who is a non-U.S. citizen? If so, you may need a special type of trust. The federal government provides U.S. citizens
The primary purpose of a Special Needs Trust (SNT) is to preserve government benefits for disabled or aged beneficiaries. In order to receive benefits from the
Have you thought about who will take care of your pet after you pass away? It is fairly common these days to list animals as