Six Estate Plans Modification Restrictions on Insurance
While getting a divorce, spouses are restricted from making certain Orange County estate plan modifications. View here for six modification restrictions relating to insurance.
Can I give my trustee specific instructions relating to substance abuse?
Substance abuse is a very real problem for many families. Consider including specific instructions to your trustee relating to this issue.
Six Income Tax Deductions Every Trustee Should Keep in Mind
Trustees must complete and file income tax returns for the trust for each tax year. There are certain income tax deductions that are permissible to offset such income.
Six Important Reasons to Update an Estate Plan
It is vital that you keep your durable power of attorney up to date. View here for six common reasons to update an estate plan durable power of attorney.
If I am married, do both my spouse and I need separate Anaheim living trusts?
If I am married, I need to decide between individual Anaheim living trusts or one joint trust. View here for six questions to consider when choosing the type of trust.