Selecting A Beneficiary If There is No Spouse.
Selecting an IRA beneficiary if there is no spouse can mean large tax consequences. Talk with one of our attorneys today to find out your options.
How a Second-to-Die Policy Can Give You the Liquidity You Need
When creating your second-to-die policy estate plan, it is important to consider what will happen when you die. Consider using life insurance to provide your estate with liquidity.
Six Reasons to Modify Your Estate Plan Following a Second Marriage
A second marriage is an excellent reason to update your estate plan. Find out here how to modify your estate plan.
Save Time and Money: Waivers and Revocable Trust Termination
During the waivers and revocable trust termination process, you may be able to obtain a waiver of accounting to save time and money. View here for more information.
Same-sex Couples May Need New Estate Plan after Supreme Court Ruling
A Supreme Court ruling could result in the need for estate plan updates for same-sex couples. View here for more from an Anaheim estate attorney.