Do You Need to Modify Your Estate Plan After the President’s 2015 State of the Union Speech?
Find out what President’s 2015 State of the Union said that could impact estate planning if his proposal becomes law.
Notifying the assessor’s office of the passing of a loved one who owned real property
If your loved one owned real property, or an interest in, not owned in the name of the Trust, then the Trustee must file an appropriate affidavit.
Do I have to notify the Social Security Administration that my loved one has died?
After your loved one dies, Social Security benefits cease. It is the obligation of the person administering the estate to notify Social Security Administration.
Using a California Notice of Proposed Action for 7 Trustee Actions
A Notice of Proposed Action can be used to prevent trustees from criticism. View here for a list of actions to use a Notice for, by an Anaheim trust attorney.
Things Change Over Time, and Your Estate Plan Should Change Too
Keeping your estate planning documents up to date is very important. ,with the changes of time your estate plan should change too.