It is not true that only people with a certain net worth need estate planning. It is important to plan no matter what your net worth to help your family.
Articles about Planning
Understanding the common pot revocable living trust and deciding if that meets your famly’s needs can be complex. Read more here.
Just when it seems like you thought of everything when it comes to creating your Anaheim estate plan, you remember (or purchase) your vacation home.
While having an estate plan is often something maturing adults focus on, it is important for young people to take time to establish an estate plan now to protect their interests.
Your vacation property may have been a place where memories were created for your children, and they may wish to continue those traditions for years to come. Make sure you include them in your estate plan.
One of the advantages of creating a trust can give you the security to know what will happen in the future. Contact us today