Orange County Estate Planning Attorney Explains the Parts of an Estate Plan
Orange County Estate Planning Attorney explains the parts of an Estate Plan.
Articles about Planning
When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.
History of Lodging an Original Will
We often get questions like why I am sending an original will into the court within 30 days of my loved one’s passing? Let us explain why!
Including Pets in Your Trust
When most people think about their estate plan they think about children possibly other family members, but it’s essential to think about your pets in your trust.
Life Insurance and Estate Planning
Orange County Estate Planning Attorney James F. Roberts discusses Life Insurance and Estate Planning. Contact us if you have questions.
Ancillary Documents to an Estate Plan: An Overview
As part of an effective Orange County estate plan, it is vital to draft not just the will but also all of the documents to an estate plan , View here for more.