Issues to Consider When Thinking About an Estate Plan
Many of our firm’s clients are the “millionaires next door.” They’ve worked hard for their money. What happens next?
Articles about Planning
How One QTIP Can Help Your Whole Family
What is a Qualified Terminable Interest Property (QTIP) Trust and is it something that you should consider in your estate plan? Find out more about it here.
Is “Equal” Always Fair When It Comes to Inheritances?
Is “Equal” always fair when it comes to Inheritances? But some circumstances may warrant a different distribution plan.For more info call our office.
Five Reasons Why Information Is Important for Creating Estate Plan
When creating an estate plan, it is important to provide your attorney with all necessary information. If not, your plan may not be as effective.
Eleven Items Your Attorney May Ask for When Creating Your Estate Plan
Making the important decision to create an estate plan is a key step towards ensuring that your affairs will be carried out as you wish.
Including new automobiles in your trust
Orange County Estate Planning Attorney James F. Roberts discusses adding your automobile into your trust.