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Archive for Category: Trusts

Trust Administration in California: A Step-by-Step Guide for Trustees

KEY TAKEAWAYS In this episode of Legacy Protected, estate planning and trust administration attorney Romelia “DeDe” Soto of The Soto Law Group walks through one

When a Trustee Becomes a Burden: Knowing When to Fire Theme

The title of trustee implies that this position should be held by someone you find trustworthy, and for good reason. Serving as a trustee of

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both.

The Growing Role of AI in Legal Work

Artificial intelligence has quickly become a common tool in many professional fields, including law. In estate planning and probate matters, AI can help streamline administrative

3 Simple Ways to Avoid Probate Costs

The bad news: When a person dies owning property in their sole name without a beneficiary, their loved ones will have to go through a

Why a Trust for Your Child Should Mature with Your Child

From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully choose schools, offer

Handling a Loved One’s Debts After They Die

As a general rule, a person’s debts do not go away when they die. Some types of debt, such as federal student loans, are typically

Pet Trusts: Your Pets Need a Plan Too

When Ian Burke, a mail carrier from Denton, Texas , heard that Floyd—a 70-pound dog he’d befriended on his delivery route—had ended up in a

4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However,
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