What Are the Basic Steps for Probate?
What are the basic steps for probate and why you want to avoid it! Attorney James Robert gives you a simple understanding of what probate involves.
Articles about Create a Trust
What are the Distribution Options for an IRA Beneficiary?
There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
Verifying A Beneficiary on Your IRA Account
We cannot emphasize enough the importance of calling the IRA company and verifying a beneficiary on your IRA account and you can avoid a probate issue.
Should I consider using a trust with my life insurance policy as I create my estate plan?
Trusts and a life insurance policy what you need to know about creating a plan to best meet your needs and protect your family.
Vacation Homes and LLCs: An Anaheim Estate-Plan Match Made in Heaven?
Vacation Homes and LLCs give you some unique opportunities to protect your property in your estate planning. Talk with one of our attorneys today.
Using a Special Needs Trust to Preserve Government Benefits
Parents of children with special needs receiving government benefits have additional concerns creating their estate plans include a special needs trust.