Taking Your IRA Benefits in a Lump Sum Versus Remainder of Life Expectancy.
Choosing a lump sum versus remainder of life expectancy by making your trust beneficiary of your IRA, you can help provide for your family for generations.
How do I take title of trust assets that weren’t held in trust before my loved one died?
When the assets that weren’t held in trust prior to your loved one’s passing, the procedure for taking title is different.
7 Steps for Distributing Trust Assets During a Trust Administration
The trustee faces potential liability if proper care is not taken distributing trust assets during a trust administration.
What should I do about my estate plan if I have recently started a new position?
Consider taking the following steps after ironing out the details of your new position ensuring that your plan matches your needs and goals.
Survey Reveals Importance of Family Estate Planning Conversations
A new study reveals major concern for potential family conflict after the death of a loved one. View here for more from an Anaheim trust attorney.