As someone who has worked with many people to plan their estates, I’ve learned something important: having a trust is crucial for everyone, and here are 4 Reasons Why Every American Needs a Trust. 1. A Trust Keeps Your Things Organized A trust is like a big box where you can keep all your important…
Continue reading ›As an experienced estate planning attorney in Orange County, I have had the privilege of helping numerous families protect their loved ones and secure their assets for generations to come. Today, I want to address a topic close to every parent’s heart: ensuring the well-being of your children. In this blog post, we will explore…
Continue reading ›A Spousal Lifetime Access Trust or “SLAT” is a special type of irrevocable trust. A SLAT is created by one spouse for the benefit of the other. The spouse who creates the SLAT is referred to as the grantor and the spouse who receives gifts from the SLAT is referred to as the beneficiary spouse. …
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