Need an Estate Tax ID Number? You Have Several Options.
After your loved one passes, the estate must have its own tax ID number. Obtaining a tax ID number is a relatively straightforward process.
Implementing an Estate Plan? You Will Need Multiple Copies of the Death Certificate.
To implement an estate plan, you need multiple copies of the death certificate. This certificate can be obtained through the Clerk-Recorder’s Office.
How to name your spouse as IRA beneficiary
Orange County Estate Planning Attorney James F. Roberts explaines how to add your spouse as a beneficiary to an IRA account.
I want to purchase a rental property and put my rental property into an LLC, how do I do that?
If you decide to move rental property into an LLC, it is important to take the proper steps. Failing to do so could impact the validity of the transfer.
I want to modify my estate plan to put my home in trust. How do I do that?
Many people choose to update their estate plan to include a revocable trust. Moving real estate into the trust involves certain steps that must be followed.