Eleven Items Your Attorney May Ask for When Creating Your Estate Plan
Making the important decision to create an estate plan is a key step towards ensuring that your affairs will be carried out as you wish.
When it comes to my real estate holdings, what do I need to bring to my estate-planning meeting?
When creating an estate plan, your attorney may recommend a living trust for your real estate. Gathering certain information can help your lawyer move forward.
Five Reasons Why Information Is Important for Creating Estate Plan
When creating an estate plan, it is important to provide your attorney with all necessary information. If not, your plan may not be as effective.
Including new automobiles in your trust
Orange County Estate Planning Attorney James F. Roberts discusses adding your automobile into your trust.
Including Medi-cal into a trust
Jim Roberts has significant experience in estate planning, tax planning, estate administration and elder law. Jims extensive knowledge allows him to properly g