Issues to Consider When Thinking About an Estate Plan
Many of our firm’s clients are the “millionaires next door.” They’ve worked hard for their money. What happens next?
Articles about Create a Trust
Is a Common Pot California Living Trust Right for You? Five Factors
Wondering if a common pot trust is right for your family as you create your California living trust plan? View here for more from an Orange County trust attorney.
Seven Tips for Your Personal Property Memorandums
A personal property memorandum helps to manage personal property as part of your estate plan. Learn seven tips about this helpful tool here.
How One QTIP Can Help Your Whole Family
What is a Qualified Terminable Interest Property (QTIP) Trust and is it something that you should consider in your estate plan? Find out more about it here.
Is “Equal” Always Fair When It Comes to Inheritances?
Is “Equal” always fair when it comes to Inheritances? But some circumstances may warrant a different distribution plan.For more info call our office.
Five Reasons Why Information Is Important for Creating Estate Plan
When creating an estate plan, it is important to provide your attorney with all necessary information. If not, your plan may not be as effective.