Category: Estate Planning Woodland Hills

What opportunities does estate planning unveil for your family? Estate planning is a doorway to review your investments, plan for the future, and resolve family conflicts before death.   The process of estate planning generally starts with viewing your assets, and determining how…

When a couple creates a revocable trust with an A/B designation, when the first spouse passes away, the remaining spouse usually remains as trustee. While in most cases, this works out well, there are times when becoming the trustee of two trusts…