Can a non-family member serve as the conservator of my loved one’s estate?
When a loved one cannot manage his or her own affairs, a conservator may be necessary. In some cases, non-family member serve as the conservator in this role.
Articles about Administer a Trust
Does all property go through probate?
Do you know how the estate plan will be implemented? What will go through probate and what won’t? Find out the answers here.
New Report Provides Nine Helpful Tips for Debts of an Estate
New report provides helpful tips about how to address the debts of an estate in Anaheim. View here for an overview.
Negatives to Receiving Lump Sum Benefits
Orange County Estate Planning Attorney James F. Roberts Discusses things to consider when creating and modifying your estate plan.
Negatives to Lump Sum Benefits Option for IRA Distribution
Negitives to Lump Sum Benefits Option for IRA Distribution by Orange County Estate Planning Attorney James F. Roberts
Naming the Trust as Beneficiary, Using an IRA Sub-Trust
Most people want the IRA that they left to their children to go on to their grandchildren, rather than to the spouse. An IRA Sub-Trust may be the answer.