Planning for the Funeral as Part of Orange County Estate Planning
Planning your funeral as part of your estate plan also helps take some of the emotional burden off your loved ones. Read more here.
Articles about Create a Trust
What is portability?
For purposes of estate planning, portability means the movement of some or all of one spouse’s unused estate tax to his or her surviving spouse.
Pay Close Attention to Your Personal Property as You Create Your Estate Plan
Failing to carefully evaluate your options should include discussions of personal property cannot be overlooked during this process.
Create an Effective Orange County Estate Plan with Personal Property
As you create your estate plan, carefully consider the following points pertaining to personal property. Read here for more information.
Handling Personal Property in a Living Trust Administration
During a living trust administration focus is usually on real estate, the remainder of the property usually consists of personal property.
Eight Facts about Estate Tax Returns and OC Administration
While implementing an estate in Orange County, the executor may need to file an estate tax return. View these eight helpful facts about filing estate tax returns.