Tax Benefits of Using a Retirement Account for Charitable Giving
As times passes, your estate planning goals may change. One example of a change in priorities is to make provisions for charitable giving.
Articles about Planning
Six Estate Planning Opportunities for Same-Sex Couples in California
Supreme Court rulings create new estate planning opportunities for same-sex couples. View here for more from an Anaheim estate planning attorney.
Unmarried Couples Face Important Decisions When Creating an Estate Plan
It is important for unmarried couples to name their partner to certain roles when creating your estate plan if you want him or her to have these rights.
Should I specifically address out-of-pocket trustee expenses when creating my estate plan?
An experienced attorney can help you make the best choice for your estate plan ensuring that you address out-of-pocket expenses for successor trustees.
Thinking Past the Will and Trust: 12 Important Estate Planning Tasks
Examples of estate planning tasks that should be accomplished as part of the process are discussed below. Contact us today to talk to an attorney.
I am having difficulty choosing a backup trustee for my living trust. What should I do?
Choosing someone to be a successor or backup trustee of your trust is not always easy. For more information continue reading here.