Don’t Forget to Make Plans for Your Stocks When Creating an Estate Plan
A transfer on death beneficiary is a named individual that receives your stocks after you die without requiring probate administration.
Articles about Planning
Three Vital Reasons Why You Need a Pour Over Will in Anaheim
An important part of an estate plan that includes a living trust is to incorporate a pour over will. View here for more information.
Understanding Living Wills and Why You Need Them
When creating your estate plan, it is important to have a understanding living wills.For more information read here or call our office.
The Role of an Estate Planning Attorney.
Understanding The role of an Estate Planning Attorney, and when to work with financial planners and what the difference is in the type of advisers.
The importance of continuing education for estate planning
We strive to ensure that we are always providing experienced attorneys who maintain the most up-to-date techniques through continuing education.
The Double Step-Up: Why It’s Important When Creating an Estate Plan
Married couples that are creating their estate plan have an additional consideration to take into account—the “double step-up.”