Trust If you currently have a trust, circumstances may arise that require reformation or amendments to the terms of the trust. Depending on the type of trust and the express provisions with the trust itself, this may require compliance with certain procedures and possible notice to those affected. To endure that no issues arise with […]

read more »

When to Establish Your Will

13 September 2019

People often wonder when it is the appropriate time to establish a will. The simple answer to this question is now! Regardless of where you are in your life, it is important to establish a will to address how your affairs are to be handled if you pass away. Our Brea estate plan law firm […]

read more »

A trust is often viewed as the best way to fairly divide the assets of loved ones who have passed away. A trust fund is established during the individual’s lifetime where the grantor establishes the trustee and beneficiaries. The grantor then works with an attorney to create a trust document that dictates how assets transferred […]

read more »

A living will is an official document that dictates how your estate and financial affairs are handled. However, unlike a regular will, it doesn’t involve your property and assets going to beneficiaries after your death. Instead, a living will outline how you want your affairs handled if you become ill or incapacitated and cannot take […]

read more »