How to name your spouse as IRA beneficiary
Orange County Estate Planning Attorney James F. Roberts explaines how to add your spouse as a beneficiary to an IRA account.
Articles about Planning
Six Steps for Implementing an Irrevocable Life Insurance Trust
As the trustee of a trust, it is your duty to carry out its administration. If the trust holds a life insurance policy, there are some additional steps.
Do I have to include all of my adult children in my will?
Want to include some, but not all, of your adult children in your will? Read the answer to this FAQ before you make any estate planning moves.
My sister has a trust and I think I want one. How do I go about creating a trust?
Interested in making a trust? Find out the information you need to take this important step.
Three Things to Think About If You Are a Senior Citizen Without Children and You Are Creating an Estate Plan
Are you a senior citizen creating an estate plan? If you don’t have children then there are some things that you should think about before making a will.
Three Hints for Creating the Estate Plan That Is Right for You
You need your estate plan to account for the people and things that are most important to you. Find out how to create a plan that is right for you.