What happens if I create a will or living trust in Anaheim without witnesses present?
What happens if I create a will or living trust in Anaheim without witnesses present? To learn more about living trusts as part estate plan.
Articles about Planning
When Creating Your Anaheim Estate Plan, Remember These Important Items
When creating your estate plan, there are items you may forget to include. Here, learn some important pieces of property to add to your plan.
Estate Planning and Stepped-Up Basis: Which Assets Qualify and Which Assets Don’t?
Upon your death, certain assets receive a step-up in basis that minimizes the potential capital gains tax to your beneficiaries. Learn which ones qualify.
Why You Should Consider a Discretionary Trust When Creating Your Estate Plan
Discretionary trusts may be a useful tool when creating your estate plan. Consider these advantages to this unique type of trust.
Why an Estate Plan Is the Right Christmas Gift for Your Family
Not sure what to get your family for the holidays? Learn why you should make an estate plan part of the gift.
How do I know if I should create a trust or a will?
Should you create a will, a trust, or maybe both types of documents if you are creating your estate plan? Find out how to decide, here.