Six Tips for Administering an Estate with a California Pour-over Will
Pour-over wills are special types of wills designed to work with trusts. View here for six tips about pour-over wills by an Orange County estate planning attorney.
Articles about Create a Trust
7 Tips for Administering a Trust With Omitted Children
If you are administering a trust that omitted certain children, special care must be taken. Follow these specific tips to reduce the likelihood of a dispute.
Why an Estate Plan Is the Right Christmas Gift for Your Family
Not sure what to get your family for the holidays? Learn why you should make an estate plan part of the gift.
How do I make gifts in order to reduce my potential estate tax liability?
If your estate is large enough to trigger a federal estate tax, consider adding a gifting strategy to your estate plan. It is vital to go about this properly.
How do I know if I should create a trust or a will?
Should you create a will, a trust, or maybe both types of documents if you are creating your estate plan? Find out how to decide, here.
7 Types of Living Trust Assets that Require Insurance
Trustees have a duty to protect trust assets by ensuring that real estate, jewelry, art, and other tangible personal property is adequately insured.