by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
There is no requirement that your will be created and executed a certain amount of time before your death in order for it to be valid, but you should take action now!
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
The peace of mind that comes with knowing you have a Plan Before a Surgery and your affairs are in order.For more info read here.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning, Second Marriages
it is very important to create an estate plan that leaves clear instructions on your wishes especially regarding stepchildren.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
A new report shows the value of digital assets while pointing to the importance of naming a digital executor. View here for more from an Anaheim trust attorney.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning, Talking to Family
When creating an estate plan, name a backup to your successor trustee you want to do the job if possible. Sometimes your first choice may not be available,
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
When creating an estate plan involving powers of attorney, many will consider springing vs. durable powers. Learn more about these two powers here.