Trust Funding: Crucial Step in the CA Estate Plan Creation Process
Funding a trust is vital to the success of your newly created estate plan. View here for more from an Orange County estate planning attorney.
Articles about Create a Trust
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.
Should I consider making a charity beneficiary of my retirement account?
Changing your beneficiary to name a charity beneficiary, you may minimize the tax burden on your estate and on the beneficiaries.
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.
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.
While divorce is pending, spouses are limited when it comes to an estate plan modification. The following are three such restricted actions.
you may think that it is important to immediately modify your estate plan,but this should be entered into cautiously while the divorce is pending.