In Some Cases, You May Prefer a Separate Trust for a Rental Property
When updating an estate plan to account for a rental property, you may want to use a trust. In some cases, you can use your already existing trust.
Articles about Administer a Trust
Know Your Options–Protect Your Assets In Case Of A Nursing Home Stay In Orange County
If you need to go into a nursing home will you know how to protect your assets? For more info please call or email our office.
Why do I need to understand the distribution standard of a special needs trust?
Why do I need to understand the distribution standard of a special needs trust? Failing to do so could interfere with the beneficiary’s government benefits.
After the Loss of a Spouse, Probate Administration May Be Unnecessary for Some Assets
After the difficult experience of losing a spouse,Probate administration may be unnecessary for some assets.
How do I know when it’s time to close a probate administration?
As the personal representative, it is important to take the final steps to close a probate administration. First, you must know when you are permitted to close it.
Keeping the Beneficiaries Well Informed
Jim Roberts has significant experience in estate planning, tax planning, estate administration and elder law. Jims extensive knowledge allows him to properly g