Posts Tagged ‘trustee selection’
How Often Should You Update Your Estate Plan?
One of the most common things we hear from prospective clients is: “We already have a trust. We did it years ago, so we’re good… right?” The answer may surprise you. Just because you have an estate plan doesn’t mean it’s still the right estate plan. In fact, some of the biggest problems we see aren’t caused…
Read MoreShould You Name Co-Trustees? Why “Keeping It Equal” Can Create Conflict
It’s a conversation we have often at Ocean Estate Law with families throughout San Clemente, Laguna Hills, and Orange County: A parent wants to “keep things fair” by naming all of their children as co-trustees. On the surface, it sounds like a thoughtful and balanced decision. But in practice, it can create significant complications—and in…
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