Articles Posted in living trust

How to Structure an Estate Plan: Lessons from the Rockefellers
Law Office of Jonathan D. Alexander, Esq.

Estate planning might sound like something only the super-rich need to worry about, but it’s actually a crucial step for anyone looking to secure their financial future and ensure their wishes are respected. One of the most famous examples of successful estate planning comes from the Rockefeller family, known for their immense wealth and philanthropic…

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What is a Revocable Living Trust?
Law Office of Jonathan D. Alexander, Esq.

A revocable living trust is a type of trust that can be modified during the creator’s lifetime.  California residents commonly use revocable living trusts to: Name the individuals who will inherit your property (your “beneficiaries”). Avoid probate (a time consuming and expensive court proceedings where a judge determines who inherits your money and property). Avoid…

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The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will. He handled every detail from end to end and I was able to complete my Living Trust with no...

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I am so grateful to have been able to work with Jonathan. I knew I wanted to have a Living Trust and I had no idea what to expect going into the process. Jonathan was easy to talk to and explained the process thoroughly of what was required. He was patient with my multiple questions and replied in a...

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