Moravec Varga & Mooney

A living trust  is one of the most powerful tools in California estate planning. It allows you to maintain control over your assets...

A pour-over will and a living trust are two pivotal components of a comprehensive estate plan. When used together, they ensure that...

Setting up a revocable living trust is one of the most effective ways to avoid California probate and ensure a smooth transition of...

Creating a revocable living trust is one of the most effective ways to protect your assets, avoid probate, and ensure your wishes are...

Privacy is a major concern for individuals seeking to protect their wealth and maintain discretion over their financial affairs. Many...

Serving as a trustee in California comes with significant responsibilities, including managing trust assets, distributing funds to...

we’ll explore how California law treats trusts when marriage occurs and what steps you should take to ensure your estate plan aligns...

A trust is an essential estate planning tool used to manage and distribute assets. If you suspect that a trust exists but don’t know how...

An irrevocable trust is a powerful estate planning tool that provides asset protection, tax benefits, and control over how assets are...

A trustee has a fiduciary duty to act in the best interests of the beneficiaries and administer the trust according to its terms....

Trustees play a crucial role in managing and distributing trust assets in accordance with the trustor’s wishes. Given the...

When a property is placed into an irrevocable trust , one of the most common questions that arises is: Who actually owns the property? ...

A breach of trust occurs when a trustee fails to fulfill their fiduciary duties, whether through mismanagement, misconduct, or...

When it comes to estate planning, trusts are an essential tool for protecting assets, minimizing taxes, and ensuring a smooth transition...

Example of a trusts & wills document in California Many Californians established AB trusts (also known as bypass trusts) to minimize...