7 Types of Living Trust Assets that Require Insurance
Trustees have a duty to protect trust assets by ensuring that real estate, jewelry, art, and other tangible personal property is adequately insured.
Articles about Planning
Asking the Right Questions When Creating a California Estate Plan
Wondering how to get started when creating an estate plan that involves a vacation property? View here for more from an Orange County trust attorney.
Preparing for your Anaheim Estate Planning Meeting: 8 Questions
What should you be thinking about in order to prepare for your estate planning meeting? View here for more from an Orange County estate planning attorney.
7 Reasons to Consider Life Insurance When Creating an Estate Plan
Creating an effective estate plan utilizes estate documents along with other tools such as life insurance policies. These policies can provide many benefits.
Are You Creating an Estate Plan? Keep These Priorities in Mind
Creating an estate plan keep these priorities in mind. Evaluate all aspects of your life when carrying out this task.
5 Reasons to Consider a Special Needs Trust in California
Is a special needs trust right for your family? View here for a list of benefits of this type of trust by an Orange County estate planning attorney.