Articles about Create a Trust
Why You Need a Trust – Abridged Video
In this short video, Orange Country Trust Attorney James F. Roberts summarizes why you need a...How High Net Worth Clients Can Avoid Estate Tax: the Qualified Personal Residence Trust
Right now, the estate tax limit is at a historical high, at $12M for those dying this year. Amounts above this are subject to a 40% death tax at death. It will remain this high until the end of 2025, which means for those passing before January 1, 2026, they may leave...Do only people with a certain net worth need to create an estate plan?
It is not true that only people with a certain net worth need estate planning. It is important to plan no matter what your net worth to help your family.
A Gift That Gives Peace of Mind: Use a Holiday Get-Together to Discuss Estate Planning
The holidays provide an excellent opportunity to discuss estate planning issues. These tips can help you broach the subject and have a positive discussion.
Understanding the Common Pot in a California Revocable Living Trust
Understanding the common pot revocable living trust and deciding if that meets your famly’s needs can be complex. Read more here.