Legal Representation In San Mateo, California

April 2019 Archives

Why a trust may be a better choice than a will

Some California parents may assume that a will is sufficient for passing assets to their children, but there may be some good reasons to consider a trust. A trust is a very different instrument. While a will only takes effect on a person's death, a person may set up and control a revocable trust while still alive. An irrevocable trust is also a possibility although it offers its creator, or grantor, less control.

Fixing gaps in an existing estate plan

It's a good first step for someone in California wishing to protect assets or provide for future generations to have an estate plan in place. However, if an existing plan is not updated or being regularly reviewed, there may be gaps or instances where current wishes are not reflected. For this reason, individuals with an estate plan are often advised to be proactive about making appropriate adjustments.

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Barulich Dugoni & Suttmann Law Group, Inc.
400 South El Camino Real
Suite 1000
San Mateo, CA 94402-946

Phone: 650-292-2900
Fax: 650-292-2901
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