The Role of the Trust in Estate Planning: What Is It and Why Is It Important?
We believe that understanding the role of trusts is vital for effective estate planning. A trust is a legal arrangement that allows us to manage and distribute assets according to your specific wishes, ensuring peace of mind for you and your loved ones. The Cornerstone of Effective Estate Planning Trusts form the foundation of an effective estate […]
Estate Planning: Why It’s Not Just for the Wealthy
We believe that estate planning is a vital step for everyone, not just the affluent. Many people assume that estate planning is only for the rich, but the truth is, it’s an essential tool for protecting our loved ones and ensuring that our wishes are honored, regardless of our financial status. A Vital Step for […]
How Often Should I Revise My Trust?
Creating a living trust is a crucial aspect of estate planning, but many individuals fail to recognize the importance of revising it over time. At Heather Lynn Law, APC, we are dedicated to supporting the residents of California and Arizona in planning for significant life events. Here’s how often you should evaluate your trust. Reach out to us to meet […]