Seven Questions About Loans, Gifts, and Estate Administration
Here are seven questions you should consider when talking about loans, gifts, and estate administration. Read more information here.
Exercise Powers of Appointment in a Marital Deduction Trust Administration
During a trust administration, you may be called upon to serve as a successor trustee of a marital deduction trust. Read more here.
What is portability?
For purposes of estate planning, portability means the movement of some or all of one spouse’s unused estate tax to his or her surviving spouse.
Planning for Your Child’s Spouse: Anaheim Trust Modifications
After meeting with your attorney to discuss an update, there are several options available to you to include your child’s spouse in your estate plan.
Planning for the Funeral as Part of Orange County Estate Planning
Planning your funeral as part of your estate plan also helps take some of the emotional burden off your loved ones. Read more here.