Life Estate and Estate Planning: How They Play Out
A life estate is a legal arrangement wherein your interest in real estate is transferred automatically to someone else when you die.
Articles about Create a Trust
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.
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.
An Overview of the Family Meeting as Part of a California Estate Plan
Taking time to engage in a family meeting while creating or just after creating an estate plan can help to avoid conflict when implementation occurs.
Have No Fear! Living Trusts Can Make Your Estate More Efficient
When creating an estate plan, consider using a living trust. Trusts do not overly complicate your planning. In fact, they may make your plan more efficient.
Eight Reasons for Updating an Orange County Durable Power of Attorney
Which actions must be expressly described within the document in order to be authorize a durable power of attorney? The following are eight examples.