Trustee Duties When Trustor Is Incompetent
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Trustee Duties When Trustor Is Incompetent

So, you’ve found yourself in the position of trustee and are managing your loved one’s estate while they are still alive. What are your duties to account to the eventual beneficiaries of your loved one’s estate? And what if your loved one is incompetent, thus the reason you are now overseeing their estate? Beneficiaries Left…

When the Deceased Leaves a Spouse Off of Their Will, California Assumes They Just Forgot

When the Deceased Leaves a Spouse Off of Their Will, California Assumes They Just Forgot

Just got remarried? Time to update the estate plan! Just had a baby? Time to update the estate plan! Remembering to update your estate planning documents, (your will and trust), may not be top of mind after every life changing event. These milestone moments take up time, emotions, and let’s face it, valuable sleep, so…

Did Circumstances Change? Perhaps Your Irrevocable Trust Can Too.

Did Circumstances Change? Perhaps Your Irrevocable Trust Can Too.

Just by virtue of the name, “irrevocable” living trust, one would assume this is something that cannot be revoked, changed, or terminated. In fact, if you are the person who created the trust, you should consider the terms of an irrevocable living trust to be set in stone; a benefit which has provided much needed…