Six Steps for Amending a Revocable Trust in California
When you need to update a trust, your attorney will prepare an amendment. View here for more about the process from an Anaheim estate planning attorney.
If I amend an Anaheim trust, will I have to retitle all of my assets that are held in the trust?
Considering an amendment to an Anaheim trust but concerned about its impact on your assets? View here for a helpful overview about trust updates and funding.
Who receives my loved one’s airline miles during the administration of the estate?
During the administration of an estate, all assets must be distributed to the beneficiaries. These assets may include airline miles and club memberships.
Eight Factors in Deciding Whether to Update Your Living Trust
After the loss of a spouse, it may be time to modify your living trust. Consider these eight questions to determine whether an amendment is necessary.
Why You Should Consider a Discretionary Trust When Creating Your Estate Plan
Discretionary trusts may be a useful tool when creating your estate plan. Consider these advantages to this unique type of trust.