Trust administration can be a long-term responsibility. Transferring real property ownership to a trust is a relatively common practice. People who want to protect their houses from creditor claims or Medicaid estate recovery may transfer them to a trust. Those...
Compassionate And Competent
Butte County Landscape
Month: August 2025
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Discussing estate planning with your aging parents
Estate planning is an uncomfortable topic for people because of its association with dying. And it’s a difficult conversation for adult children to have with their aging parents. They worry that their parents will become offended and believe that their heirs are just...
How a professional fiduciary assists with trust administration
Trustees often accept their position out of respect for the party funding the trust. They agree to oversee assets for the protection of vulnerable people or as part of the legacy of a deceased individual. Trustees have to manage assets, communicate with beneficiaries...
