Do you need a lawyer to set up a trust? In most cases, yes. Trusts aren’t just forms—they’re legal tools that control how your assets are protected and passed down. One mistake can create big problems for your family later. If you want to understand how trusts really work and how to set them up the right way, join us for one of our estate planning seminars. See upcoming events and learn more at https://ow.ly/yCxP50XTMwp #EstatePlanning #TrustsAndWills #VermillionLaw #PlanAhead #ProtectYourFamily
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Free Estate Planning Strategy Session For California Residents a joint bank account with a child can be a bad idea because of liability reasons. That means if you are being sued or that child is being sued, the other person‘s assets are at risk. Some possible solutions to this, naming a child as a beneficiary, POD or setting up a living trust and putting the account in the name of that trust as part of a complete estate plan. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom
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2.6K views · 16 reactions | Free Estate Planning Strategy Session For California Residents do people get paid for managing a trust? Generally, yes if they want to take it. Most states have provisions in their laws that trustees are entitled to reasonable compensation. California is one of those states. #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty | Pevney Estate Planning | Facebook
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