4 Non-Tax Related Reasons for Keeping Your Credit Shelter Trust
Now that portability can preserve both spouses’ estate tax exemptions, credit shelter trusts are less common. There are still non-tax benefits to these trusts.
4 Consequences of Failing to File an Estate Status Report
A personal representative of an estate is sometimes required to file a status report with the court. When they fail to comply, there are consequences.
What are some of the common conflicts that I should look out for as I administer the trust of my loved one?
Conflicts can arise during trust administration. Up-front knowledge of the common causes for dispute can help you minimize the impact.
4 Advisors Who Can Help You Implement a California Estate Plan
Are you wondering whether you can hire advisors to assist you as you implement an estate plan? View here for more from an Orange County trust attorney.
Durable, Nondurable, and Springing: Understanding the Powers of Attorney
When creating your estate plan, you may choose to use a power of attorney. There are three different types of powers of attorney, each with unique traits.