A trust is a pretty standard term within estate planning, a "relationship in which the holder of property (or any other transferable right) gives it to another person or entity who must keep and use it solely for the benefit of another person or group of persons who are termed as 'beneficiary'". However, how aware are we of all the variants that encompass a trust? And, when should we stop to rethink whether a trust is adequate for our specific needs? Kiplinger’s recent article, “Four Reasons You Don’t Need a (Revocable) Trust,” sets out some reasons to rethink a trust.
If you need help understanding whether a trust is right for your estate planning needs, or if you are going through a probate case, we are always happy to help. Our Los Angeles probate attorneys can guide you through California's probate process.
If you have any questions about trusts, schedule a free appointment with us through our online appointment page.
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Reference: Kiplinger (Sep. 16, 2023) “Four Reasons You Don’t Need a (Revocable) Trust”
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