Category Archive: Trusts

  • Estate Planning Checklist

    Posted by The Sterling Law Group on August 5th - Estate Administration

    The concept of estate planning involves far more than just you writing a will. You will want to account for every one of your assets and wishes to ensure the execution of a set plan after your death, and you will want the help of a Roseville estate planning attorney from The Sterling Law Group. Know that designating certain beneficiaries on your retirement accounts and completing a transfer on death (TOD) designations on other accounts can help keep your assets from passing under a will. Here are some examples of the types of things you are...

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  • The Settlor of a Trust: What it is and what he/she does

    Posted by The Sterling Law Group on February 11th - Estate Administration

    What is a Trust? A trust is a legal entity that is established under the applicable state law to maintain and preserve property or assets for the sole benefit of beneficiaries designated in the trust. You do not have to be a wealthy person to have or need a trust. Rather, anyone should discuss the possible benefits of a trust with an experienced lawyer.  Trust Settlor The person known as the “settlor” creates the Trust. The settlor appoints someone or an entity to administer and manage the trust assets and investmen...

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  • What Are Some Benefits of Trust Formation?

    Posted by The Sterling Law Group on January 6th - Trusts

    Most of us have some vague notion about trust formation, but everyone says is better that have one than not having a trust. In this way we’re not really all that sure as to why having a trust is better. Let’s consider what some benefits of trust formation are. Let our experienced and knowledgeable trust attorneys help you with these issues today.  Avoiding the Probate Process One of the primary benefits of having a trust for your property is that your estate avoids the probate process. You do not have to file the trust with the probate ...

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  • How Do You Choose The Right Successor Trustee?

    Posted by The Sterling Law Group on January 3rd - Trusts

    How Do You Choose The Right Successor Trustee? Choosing the right trustee is essential to any estate plan that includes a living trust. You should carefully consider your options with the help of a trust attorney as part of the planning process. When most people set up their first living trust, the initial successor trustee is the trustor’s spouse. As a device to avoid probate and speed up the post-mortem transfer of assets. The living trust with your spouse as the initial successor trustee creates the obvious solution. However, sometimes...

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  • What is a Living Trust?

    Posted by The Sterling Law Group on October 21st - Trusts

    If you are looking for ways to protect that which you have worked hard to accumulate. This legal document might be just what you need, and you should discuss it with a Roseville estate planning lawyer.  A living trust is a legal document that puts everything you own as assets in trust for the duration of your life. The trust also lays out in detail how you would like to have your assets distributed should you pass away. What assets can I have in a living trust? Assets held in a living trust can be anything of value that you own. Could be...

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  • Should You Form a Trust if You Have Minor Children?

    Posted by The Sterling Law Group on August 10th - Trusts

    If you have minor children, you want to make sure their inheritance is not wasted should you pass away while they are young. A trust allows you to have greater control over your estate distribution, so speak with a trusts attorney today.  If you have children, protecting their future and also your current assets is an important thing to do for your and your child’s financial stability. While this article will present a general understanding of why you might form a trust if you have minor children, a well-informed lawyer can help advise y...

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