Navigating A/B Trusts and Disclaimer Trusts in Estate Planning: A Guide for California Couples For married couples in California aiming to protect their assets and reduce estate taxes, A/B trusts and disclaimer trusts offer two distinct paths in estate planning. Both approaches leverage federal estate tax exemptions, yet they differ significantly in structure, flexibility, and…
Why Setting Up a Trust Should Be a Priority: Addressing Common Concerns About Time and Cost with Kaminski Law Group At Kaminski Law Group, we often hear from individuals who know they need to establish a trust but find themselves delaying the process due to two main concerns: time and cost. Life gets busy, and…
If you do decide on a trust, you can avoid a lengthy probate process. Another frequently underrated reason is the added privacy a trust offers.
What is a Heggstad Petition? Drafting a trust and funding it (changing title to your assets to the name of your trust) is a multi-step process. If a person fails to fund or title his/her property in the name of the trust during his/her lifetime the “Heggstad Petition” (named after a decedent in the case)…
Our probate calculator may help you determine how much probate will cost, and how much you could save by having a living trust.
