I want to purchase a rental property and put my rental property into an LLC, how do I do that?
If you decide to move rental property into an LLC, it is important to take the proper steps. Failing to do so could impact the validity of the transfer.
Articles about Create a Trust
How to name your spouse as IRA beneficiary
Orange County Estate Planning Attorney James F. Roberts explaines how to add your spouse as a beneficiary to an IRA account.
How to Implement a Credit Shelter Trust
Married couples often use credit shelter trusts to minimize potential estate taxes. Administering these trusts requires close attention to tax laws.
Six Steps for Implementing an Irrevocable Life Insurance Trust
As the trustee of a trust, it is your duty to carry out its administration. If the trust holds a life insurance policy, there are some additional steps.
How to Make Gifts to Charity a Part of Your Estate Plan
When creating your estate plan, it may be important to you to include gifts to charity. There are many ways to accomplish this goal.
Do I have to include all of my adult children in my will?
Want to include some, but not all, of your adult children in your will? Read the answer to this FAQ before you make any estate planning moves.