New York Times article dated April 26, 2013 entitled Estate Planning Remains a Moving Target Under the New Tax Law by Paul Sullivan, that with the new estate tax laws exempting estates under $5,250,000 and 10,500,000 for married couples in 2013, some people eroneously believe that they don’t need an estate plan.
The battle over Nelson Mandela’s estate continues, as they wait for the reading of the will. for more info read here or call our office.
You should modify estate plans in California’s 4th Quarter. View here for more from an Anaheim trust attorney.
You May Need To Consider The Benefits of Creating an IRA Sub-Trust if your beneficiaries are not great money managers in order to really benefit them.
Need for a Special Trust-Explained by Orange County Estate Planning Attorney James F. Roberts
Obtaining stock or mutual funds often requires an update to your estate plan. You may want to consider naming multiple beneficiaries of these assets.
