Understanding the Process: 8 Steps for Updating an Estate Plan in California
What can you expect from the process of updating an estate plan in California? Here are steps that are commonly taken in updating an estate plan.
Who are the interested parties to an estate or trust?
It is important to understand who the interested parties are because they are entitled to certain rights and protections under the law.
Crummey Trusts May Be Used in an Estate Plan to Provide Tax Savings
When creating your estate plan, your attorney may recommend tax saving techniques. One such technique may be to incorporate a Crummey trust into your plan.
Don’t Forget About Tax Basis When Creating Your Estate Plan
an experienced estate planning attorney can help you create a plan that accomplishes your goals while also planning for potential tax consequences.
Six Facts About Orange County Trust Amendments and Restatements
You may find yourself wanting to make changes to your trust, but you should discuss the options between trust amendments and restatements with your lawyer.