Category Archives: Estate planning

Essential Elements to Establish a California Revocable Living Trust

  Most people hold title to California real property these days in the name of a “Trust”.  Experienced Realtors and real estate professionals understand what is required and the essential elements to establish a Revocable Living Trust in California: 1.  Intent … Continue reading

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Why Use a Revocable Living Trust in California Estate Planning

    Why do financial estate planning?    Protect your property and assets from probate.    Protect your heirs from creditors and lawsuits. Designate guardians for children.  Plan for time of potential incapacity.   Maximize the privacy of your financial affairs         … Continue reading

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Ways to Protect Your Estate Assets from Lawsuits at Orange County CA

  Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers.  So do your financial estate planning at Orange County CA carefully and protect your assets as … Continue reading

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