Are You Creating an Estate Plan? Keep These Priorities in Mind
Creating an estate plan keep these priorities in mind. Evaluate all aspects of your life when carrying out this task.
Articles about Create a Trust
5 Reasons to Consider a Special Needs Trust in California
Is a special needs trust right for your family? View here for a list of benefits of this type of trust by an Orange County estate planning attorney.
5 Signs that Point to an Estate Plan Update With a GRAT
If you have a sizeable estate, there are several tools for minimizing the potential tax liability. Learn more about whether a GRAT is right for you.
Durable, Nondurable, and Springing: Understanding the Powers of Attorney
When creating your estate plan, you may choose to use a power of attorney. There are three different types of powers of attorney, each with unique traits.
4 Advisors Who Can Help You Implement a California Estate Plan
Are you wondering whether you can hire advisors to assist you as you implement an estate plan? View here for more from an Orange County trust attorney.
What are the estate planning issues I should be aware of as I age?
To be effective, you must keep your estate plan up to date. Several unique issues may arise as you age that can be addressed in an estate plan modification.