Life Insurance and Estate Planning
Orange County Estate Planning Attorney James F. Roberts discusses Life Insurance and Estate Planning. Contact us if you have questions.
Articles about Create a Trust
Ancillary Documents to an Estate Plan: An Overview
As part of an effective Orange County estate plan, it is vital to draft not just the will but also all of the documents to an estate plan , View here for more.
Seven Reasons to Use a Team of Orange County Estate Planning Advisors
Using a team of Orange County estate planning advisors can help ensure that you have the best plan possible in place. View here for reasons why.
Choosing a Charity as an IRA Beneficiary
Orange County Estate Planning Attorney Discusses Choosing a Charity as an IRA Beneficiary
Do You Need to Modify Your Estate Plan After the President’s 2015 State of the Union Speech?
Find out what President’s 2015 State of the Union said that could impact estate planning if his proposal becomes law.
New Tips to Prevent Financial Abuse Through Elderly Estate Planning
Elderly financial abuse is a real problem in the United States. A new report offers five helpful tips that can be used with elderly estate planning.