Trust Funding: Crucial Step in the CA Estate Plan Creation Process
Funding a trust is vital to the success of your newly created estate plan. View here for more from an Orange County estate planning attorney.
Articles about Funding
Warns Against Taking the IRA in One Lump Sum
The three options they have to take the IRA are lump sum, 5 years, and remainder of life expectancy (but they cannot roll it into their IRA account).
Seven Tips About Assets Moved to Trust Under an Anaheim Will
Wondering what happens when assets are moved to trust under a will as an estate plan is implemented? View here for more from an Anaheim trust attorney.
How Should You Move Personal Property into a Living Trust?
Wondering how to move your tangible personal property into your Orange County living trust? Read here to learn how!
I want to purchase a rental property and put my rental property into an LLC, how do I do that?
If you decide to move rental property into an LLC, it is important to take the proper steps. Failing to do so could impact the validity of the transfer.
What to Do When It’s Time to Fund Sub-Trusts
What to Do When It’s Time to Fund Sub-Trusts.For more information please feel free to call or email our office, to see if we can help you.