Articles

What is a Living Trust? A living trust is a written legal document that typically serves as the cornerstone of your estate plan. Think of your living trust like a secure vault where you store the [...]

Due to changes in federal and state laws over the past decade, many of the AB trusts created prior to 2011 may no longer be the most desirable method of estate planning for a married couple. This [...]

When planning your California estate, determining the fate of your family home after your passing is crucial. One option is the right of occupancy, allowing your surviving spouse or domestic [...]

A Will and a Trust are both common tools used when creating your estate plan. Both documents assist your loved ones in determining your last wishes as it applies to all of your worldly assets, [...]

One of the basic goals when planning your estate is to minimize to the extent possible any money due to the federal government, thereby maximizing your future beneficiary’s inheritance. Tax [...]

Navigating child care situations can become complex, especially when parents are temporarily unavailable or permanently unable to care for their children. While a formal court-ordered [...]

This blog article responds to questions we frequently receive about trust funding. The failure to properly fund a trust often has adverse consequences that are preventable. At Naimish & Lewis, we [...]

Often portrayed in movies by families fighting over a large inheritance left by the rich benefactor who may, or may not, have lost their marbles (insert plot twist), capacity can be a major issue [...]

Trusts are powerful tools in estate planning. Every trust is a unique, customizable document that empowers its creator to establish a plan for the distribution of their estate. A well-crafted, [...]