Trusts in California: Avoid Probate & Protect Assets

Whether you live in California or elsewhere, understanding how a trust works can protect your assets, prevent costly probate, and ensure your wishes are honored.

From successor trustees to buy-sell agreements for business owners, Jason and Alex share real-life stories — some tragic, some uplifting — that illustrate why planning ahead is critical.

They explain:
🔹 Why trusts matter in California and how to avoid the probate process (and its high costs)
🔹 The role of a successor trustee and how to choose the right one
🔹 How trusts can protect your family during incapacity or after death
🔹 Why business owners need succession plans and buy-sell agreements
🔹 The differences between a will and a trust
🔹 Common mistakes people make — and how to avoid them

If you own a home, business, or any significant assets, this conversation is a must-watch. A well-crafted trust isn't just for the wealthy — it's a smart, practical way to safeguard your financial legacy and keep family relationships intact.

💼 Work with us:
Visit https://FinancialDetox.com to learn more about how we can help you create or update your trust, design a succession plan for your business, and manage your investments and taxes.

👍 Like, Subscribe, and Share this video if you found it helpful — and leave your questions in the comments below.

#FinancialDetox #EstatePlanning #CaliforniaTrust #Probate #SuccessorTrustee #WillVsTrust #BusinessSuccession #FinancialPlanning

More on Jason Labrum https://www.linkedin.com/in/jasonlabrum/
and Alex Klingensmith https://www.linkedin.com/in/alex-klingensmith-94986b7/

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Disclosure
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