Report Highlights Need to Keep Beneficiary Designations Up to Date
New report highlights a common estate planning failure: updating beneficiary designations. Learn more about reasons to keep these designations up to date.
Report Highlights Dangers of Reverse Mortgages to a California Estate
Costly fees associated with reverse mortgages could drastically reduce the size of your estate. View here for more from an Anaheim trust attorney.
Report Cites Need for Professional Estate Planning Advice After a Move
An interesting new report from Forbes Magazine highlights the need for updating an estate plan after a move. You should receive advice after a move from experienced attorney.
Remainder of Life Expectancy
We can help you plan so your family benefits long-term from your estate calculating the IRS remainder of life expectancy means for your beneficiaries.
Plan Your Estate Properly to Avoid Disputes Between Certain Groups of People
When creating an estate plan, there are many disputes between certain groups of people that can arise if your estate plan is not created properly.