When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.
Articles about Create a Trust
History of Lodging an Original Will
We often get questions like why I am sending an original will into the court within 30 days of my loved one’s passing? Let us explain why!
Including Pets in Your Trust
When most people think about their estate plan they think about children possibly other family members, but it’s essential to think about your pets in your trust.
The Benefits of an Inherited IRA
One of the benefits of an inherited IRA is that it can be set up as an inherited IRA sub-trust to help control how the funds are distributed and used.
Correctly Implementing An Estate Plan
Contact us today and set up an appointment to help you make sure you are correctly implementing an estate plan. We are here to help.
What A Surviving Spouse Has to Do to Receive Benefits With an AB Trust
Orange County Estate Planning Attorney Discusses What A Surviving Spouse Has to Do to Recieve Benefits With an AB Trust