For the new parent contacting an estate lawyer to discuss your will and estate plan is probably the very last thing that you want to do. Read More Here.
Articles about Update a Trust
Just adding a joint tenant to the title is not usually enough to keep from needing an estate plan. If you want to ensure that your wishes are carried out, then put an estate plan into place.
Keeping your power of attorney updated will help protect you when you need it. If you are unsure when you last updated your Power of Attorney call us and we can help you get up to date!
Have a Non-U.S. Citizen Spouse? Consider Using a QDOT. We are here to help. Please feel free contact us today at (714) 282-7488
Do you worry about estate taxes and protecting your family from spending most of the inheritance you saved for them on probate. Contact us today to help you find the right estate plan for your needs.
Trust funding is perhaps one of the most important aspects of any estate plan. If you create a trust to avoid probate, manage your assets, or save money on taxes, ensuring that it is properly funded is the key to the trust’s success.