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.
Articles about Create a Trust
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.
Creating an Estate Plan With Terminology That Keeps Beneficiaries Out of Court
Although a trust can specify the division and distribution of an estate, the terminology or wording of that trust can be at the center of a family dispute.
The importance of young parents having estate plans
Orange County Estate Planning Attorney Shauna Anderson shares the importance of estate planning for young parents.
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.”
Been diagnosed with a terminal illness? It is not too late to create a will? Take Action Now
There is no requirement that your will be created and executed a certain amount of time before your death in order for it to be valid, but you should take action now!