When to consider naming a trust as a beneficiary of an estate plan?
There are times when you might choose to make your trust as a beneficiary of retirement assets. Continue reading or call today to discuss your estate plan.
Articles about Conservatorship
If Your Loved One Is Incapacitated, a Conservatorship May Be Necessary
When your loved one is no longer able to manage his or her affairs, a conservator may be necessary. You may be called upon to serve in this role.
Avoid Setting up an unnecessary conservatorship
Orange County Estate Planning Attorney James F. Roberts shares a story about a woman who set up an unnecessary conservatorship.