Asking the Right Questions When Creating a California Estate Plan
Wondering how to get started when creating an estate plan that involves a vacation property? View here for more from an Orange County trust attorney.
8 Goals of a Family Meeting While Creating a California Estate Plan
Wondering what the purpose is for a family meeting while creating an estate plan? View here for more from an Orange County trust attorney.
8 Common Changes to Your Anaheim Estate Plan
Wondering what types of changes might be made to an estate plan? View here for more from an Anaheim estate planning attorney.
7 Types of Living Trust Assets that Require Insurance
Trustees have a duty to protect trust assets by ensuring that real estate, jewelry, art, and other tangible personal property is adequately insured.
I am considering modifying my estate plan to include a GRAT. What type of assets should I consider placing in the trust?
When modifying an estate plan to include a GRAT, consider whether you have the right type of assets to transfer to the trust.