When a loved one passes away with a will based estate plan, his or her assets must be distributed to beneficiaries through a court-managed process called probate. During the probate process, the assets of a deceased individual are managed and distributed under the...
Trust administration occurs when your loved one owned his or her assets through a well drafted and properly funded revocable living trust. If this is the case, your family may administer the revocable living trust privately without a public, court-managed probate...
Estate Planning is more than a set of instructions that tells the government who your property should go to after your death. Estate Planning is the process of understanding your unique needs and goals and creating a plan to pass your wealth, wisdom and values to your...
Many of our clients are charitable during their lives. Giving is a part of their values and financial planning. The Oak Crest Law Group has years of experience working with our clients to develop a charitable giving plan as a part of their estate plan. A Charitable...
The Oak Crest Law Group has significant experience assisting families pass not only their wealth, but their values to their loved ones. We refer to this process as Values Based Planning. Experts agree it is important to talk to children about money and wealth, and the...
