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Stay up to date on relevant news, cases, and opinions that could affect how you plan for a bright future.

IS IT A GOOD IDEA TO ADD MY CHILD ON TITLE TO MY HOME?

Many clients ask me if it would be easier--administratively-- to add their son or daughter on title to the home during their lifetime. After all, adding someone on title could be as easy as...

Can a Trust Own a 529 Plan? Here’s What You Need to Know

When planning for your family’s future, you may have heard of 529 plans—tax-advantaged savings accounts designed to help pay for education expenses. But did you know that a trust can own a 529 plan...

Why Include Testamentary Trust Authority in a Pour-Over Will If You Have a Revocable Living Trust?

When creating a revocable living trust (RLT), the goal is to ensure that assets are properly transferred into the trust during your lifetime or designated to pass into the trust upon death through...

Why Retitling Non-Retirement Investment Accounts Into a Trust Beats Relying on Beneficiary Designations Alone

When it comes to planning for the future, many people believe naming beneficiaries on their non-retirement investment accounts is sufficient. While beneficiary designations can provide a simple way...

Why You Should Add Your Revocable Living Trust to Your Homeowner’s Insurance Policy

The recent California wildfires have been a devastating reminder of how important it is to ensure your homeowner’s insurance policy aligns with the ownership of your home. Unfortunately, many...

Simplify Trust Administration with Virtual Services Across California

Trust administration is a complex process, but it doesn’t have to be stressful or inconvenient. In today’s digital age, many aspects of trust administration can be handled virtually, saving you...

Using Bridge Loans to Facilitate Real Property Transfers in Estate Planning

In estate planning, transferring real property to one child while ensuring other beneficiaries receive their fair share can present unique challenges. For families aiming to keep the property in...

Wishing You A Happiest of Holidays

The Holiday Season is Here Happy holidays from all of us at the Law Office of Lauren Rios! Can you believe that it's already the season for giving, for lights and...

PROBATE FAQS

This is a subtitle for your new post When a loved one dies, their estate will need to go through an administration process before their assets can be distributed to their...

Estate Planning for Young Adults: What College Students Need to Know

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Estate Planning: A Checklist for Peace of Mind

Estate planning can feel overwhelming, especially for those who have never created a plan or who haven't updated theirs in the recommended timeframe of three to five years. However, the good news...

Ensuring Fairness in Your Estate Plan: The Benefits of a Common Trust for Minor Children

Common Trust Planning for Your Minor Beneficiaries As parents, we strive to ensure that each of our children feels equally valued. This sentiment often translates into...

The Importance of Estate Planning: Lessons from Alain Delon’s Final Wish

The Importance of Estate Planning: Lessons from Alain Delon’s Final Wish The recent news surrounding Alain Delon, the esteemed French film icon, has drawn attention to...

3 Liability Planning Tips for Physicians

3 Liability Planning Tips for Physicians You probably know that the practice of medicine is a profession fraught with the risk of liability. It's not just medical...

Trust Protectors

What Is a Trust Protector? Traditionally, the three roles that must be filled when setting up a trust are the settlor (also called a grantor, trustor, or trustmaker),...

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