Should You Include Your Retirement Plan In Your Trust?
You never want your pretax retirement plan to be owned by the trust. You always want these assets addressed from a beneficiary designation form.
Articles about Create a Trust
Four Guidelines for How to Title Assets That Are Moved to a Sub-Trust
When it is time to administer a trust, how to title assets to various sub-trusts. Rules for retitling these assets are complex.
Report Highlights Need to Keep Beneficiary Designations Up to Date
New report highlights a common estate planning failure: updating beneficiary designations. Learn more about reasons to keep these designations up to date.
Report Outlines 5 Reasons for Business Owners to Create an Estate Plan
New report highlights need for family business owners to create an estate plan. View here for more from an Anaheim trust attorney.
Ten Real Estate Questions to Ask while Creating Your CA Estate Plan
Creating an estate plan often involves decisions about real estate. View here for ten questions to consider by your CA estate plan attorney.
Why is a living trust alone not enough for a complete estate plan?
It is a common misconception that if you have a living trust alone, it is enough to satisfy all of your estate planning needs. Read More Here.