by Kathryn A. Flanigan | Sep 18, 2014 | Trusts
It is incredibly common for people to have specific ideas regarding what they would want to have their assets put towards if they were to die. For many individuals, these ideas include wishes for such assets to go to loved ones or towards the care of loved ones. Among...
by Kathryn A. Flanigan | Jun 13, 2014 | California trust, probate, Trusts
Once you create and sign a California trust, the next step will be to transfer your assets into – or “fund” – the trust. A trust that has not been funded is an empty shell, and will not protect your assets unless those assets are placed in the...
by Kathryn A. Flanigan | Jun 13, 2014 | charitable trusts, Pooled charitable trust, trust, Trusts
Giving to charity via a trust is not only for the wealthy; you can get the emotional and tax benefits of donating just a few thousand dollars by participating in a pooled charitable trust. There are many California charities or investment companies that have set up a...