Asset Management for Trusts
By William C. Mason III, Of Counsel
A person’s decision to create a trust typically rests upon two factors: (1) the ability of a trust to manage distributions much more effectively than a will; [...]
The Costs of Dying Without A Plan
By: Allyson S. Heller
As Benjamin Franklin famously remarked, the only certainties in this world are “death and taxes.” While we all know that death is an inevitable part of the [...]
Estate Planning 101: Trust & will terms that everyone needs to know
Quick, what’s the difference between a will and a trust? Might you be a testator? And what do you know about a conservatorship, besides the fact that [...]
When Should I Amend my Trust?
By William C. Mason, III, Of Counsel
As your life changes, so too can your revocable trust. While there are numerous reasons why you may want to modify your trust, the following events are [...]
Our Fundraiser was a success!
Thank you for supporting us!
Dear Clients and Friends, We are pleased to report that our pet supply drive and fundraiser for Baldwin Park Animal Care Center (BACC) was a resounding success. [...]
Steps to Take When a Loved One Passes Away
By: Allyson S. Heller
Losing a loved one is always difficult. In addition to coping with their grief, many people are left feeling overwhelmed by the numerous obligations and tasks associated [...]
