Who Needs to Know That You Are Creating an Estate Plan—and Who Doesn’t
You are being a responsible adult and creating an estate plan so who needs to know your rules to follow if you become unable to make decisions for yourself or if you die.
Articles about Create a Trust
Which estate plan modifications am I allowed to make while I am waiting for my divorce to be finalized?
If you are in the process of waiting for my divorce to be finalized, it is very important to think about updating your estate plan.
Thinking About a Custodian Provision? Consider These Questions
When creating an estate plan, you may wish to name young children as your beneficiaries. Learn more about using a custodian provision in your will.
Estate Planning Isn’t All About Money
As you set out to write your will and create your estate plan, you may read a lot of articles all about money. For more info read here.
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 IRA”Problem”
The IRA Problem Orange County Estate Planning Attorney James F. Roberts