Galanti & Copenhaver, Inc.
Serving clients in Santa Rosa and San Francisco, California and greater Bay Area region

trusts Archives

What You Need to Know About Revocable Trusts

Estate planning can be a complicated process, but it is well worth it to have the peace of mind of knowing that your assets will be distributed according to your wishes after you pass. There are many different forms of estate plans you can use, and your individual circumstances will determine the best estate planning approach for you.

What to Keep in Mind When Setting Up Your Trust

There are many things to consider when you begin estate planning. You will need to decide what type of estate plans you want to include, such as whether you want to include a trust or just a will. If you choose to include a trust, you will have to decide whether you want it to be an irrevocable trust or a revocable trust. There are benefits to each type of trust, so you should keep in mind your financial goals of what you wish to accomplish by creating a trust in order to make sure you make the best estate plan for your needs.

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