Same-Sex Couples, Estate Planning, and New Rights and Benefits
Supreme Court decision creates new rights and benefits for same-sex couples. View here for more about estate planning by an Anaheim trust lawyer.
Four Guidelines for How to Title Assets That Are Moved to a Sub-Trust
When it is time to administer a trust, how to title assets to various sub-trusts. Rules for retitling these assets are complex.
Should You Include Your Retirement Plan In Your Trust?
You never want your pretax retirement plan to be owned by the trust. You always want these assets addressed from a beneficiary designation form.
Required Minimum Distribution
Orange County Estate Planning Attorney Jim Roberts explains taking Your Required Minimum Distribution And What Happens If You Don’t Take It.
Report Outlines 5 Reasons for Business Owners to Create an Estate Plan
New report highlights need for family business owners to create an estate plan. View here for more from an Anaheim trust attorney.