At what point should a person establish a trust instead of a regular will?

If he owns his home (or other real property) or has assets over $150,000 then he 100% wants to get a trust based on the goals you stated....

Can my Uncle change beneficiaries on revocable trust he and my Aunt set up. She passed away in 2013.

As others have said, there are several potential answers here. Your uncle may be able to change the beneficiaries as to all of the assets, some of...

The Trustee does have a duty to keep the beneficiaries informed of all trust assets, including personal property in a house, which needs to be done...

I want to have a living trust. One of the benefits is Assets in living trust can be protected from creditors and legal actions?

A revocable living trust typically does not provide asset protection for the trustors (the people who set up the trust). But within a revocable...

You need to have an attorney review the trust immediately to understand your options. Depending on how the trust was set up your step dad may or...

How to get a copy of the trust/will from unwilling trustee? How to clarify who is the trustee, and force settlement of trust?

I'm so sorry you are in this situation. Unfortunately things like this happen all to often. As a beneficiary you definitely have rights to see the...

Typically the FBO designations on policies will prevail and the asset will be distributed to you outright. You should have an attorney review the...

How does one get an accounting(bank statements, overdue bills etc)of a revocable, living trust. I'm a beneficiary of the trust,

Does the successor trustee have an attorney? If so, you may have better luck directly contacting the attorney to see what is going on and to get an...

I may want to have a living trust. Could you tell me the advantages and disadvantages? thanks

The first question is whether or not you even need a living trust. In California, if you have under $150,000 of assets that are subject to...

What is a full step-in basis as beneficiary of a Trust?

Basis is the value of the property that is used for calculating capital gains taxes and property taxes. Typically the basis is the price that you...