Can a bypass trust be funded by retirement account proceeds?
The question of whether a bypass trust—also known as a marital trust or an A-B trust—can be funded with retirement …
Temecula Estate Planning
What credentials should I look for in a probate or estate attorney?
My hands trembled as I stared at the stack of paperwork on my kitchen table. My grandmother had recently passed …
How Do I Choose The Right Trustee For My Trust?
My phone buzzed with an urgent text from my aunt Carol. “Something’s wrong,” she whispered, her voice strained. “Dad passed …
How do I know if someone is qualified to be my trust attorney?
The late afternoon sun streamed through the dusty windows, illuminating motes dancing in the air. Sarah anxiously tapped her foot …
How do I know when it’s time to escalate a trust problem?
The phone slipped from Amelia’s grasp, clattering onto the hardwood floor. Tears welled up, blurring her vision. “They won’t let …