Ready for an Estate Plan Update? Choosing the Right Attorney Is Key.
Updating an estate plan ensures that it reflects your goals and circumstances. Choosing the right attorney for the job is very important.
Seven Financial Documents to Locate for Your Estate Planning Attorney
When creating an estate plan, you will have some homework to do. Gather information relating to your financial assets to ensure your plan is effective.
Financial Account Information You Should Share With Your Estate Planning Attorney
Financial Account Information You Should Share With Your Estate Planning Attorney.Send us an email or call and leave a comment.
Filling the Roles: 6 Types of Fiduciaries in Your CA Estate Plan
Filling the Roles: 6 Types of Fiduciaries in Your CA Estate Plan. For the experienced Orange County estate planning attorneys Call our office today.
Family Wins Large Estate and Gift Tax Battle With IRS
Family Wins Large Estate and Gift Tax Battle With IRS. To learn more about California estate planning. Contact an trust administration attorney today.