Five Possibilities for Ownership of Assets When a Beneficiary Dies
Assets when a beneficiary dies during estate administration, the asset will pass depending on how it was held.
How often should I update assets in a trust?
Orange County Estate Planning Attorney Shauna Anderson Discusses things to consider when creating and modifying your estate plan.
If I’m getting married and creating an estate plan, is a prenuptial agreement all I need to protect my interests?
When getting married and creating an estate plan, you may want to ensure that your personal interests are protected. A prenuptial agreement is just one option.
Is there a limit to the number of times that I can amend a estate plan?
Thinking about amend a estate plan? Have you done it before? Are you worried that you might want to do it again? Read this FAQ before you do anything.
Create an Estate Plan That Considers the Value of Your Life Insurance Policies
Estate planning should involve a careful review of your value of your life insurance policies. You may be able to include policy proceeds in your estate for tax purposes.