Jim Roberts has significant experience in estate planning, tax planning, estate administration and elder law. Jim’s extensive knowledge allows him to properly guide and counsel his clients on various wealth preservation strategies.
How to make a formal will
- Posted on 06/28/2017What are the advantages of creating a trust?
- Posted on 12/17/2015How to Ensure the Care and Welfare of Your Pet After You Die
- Posted on 12/10/2015Anaheim Estate Planning: Don’t Forget These Items
- Posted on 12/14/2015 Learning the Root Causes of Estate Litigation May Allow You to Avoid Having Your Will or Trust Invalidated
- Posted on 11/18/2015 Pick the Right Person to Manage Your Estate
- Posted on 09/07/2015 Don’t Forget Your LLC Operating Agreement When Creating an Estate Plan