Eight Factors in Deciding Whether to Update Your Living Trust
After the loss of a spouse, it may be time to modify your living trust. Consider these eight questions to determine whether an amendment is necessary.
Articles about Update a Trust
Own Shares of S-Corp Stock? Consider Adding a Trust to Your Estate Plan
If you own shares in an S-Corporation, it is important to update your estate plan. You may want to hold title to the shares in a trust.
Do I need to update my beneficiary designations after my spouse passes away?
When your spouse passes away, it is very important to update your estate plan. This includes reviewing the beneficiary designations on certain accounts.
8 Common Changes to Your Anaheim Estate Plan
Wondering what types of changes might be made to an estate plan? View here for more from an Anaheim estate planning attorney.
Checklist for People Considering Modifying Their Estate Plans
Deciding whether or not to modify your estate plan? Here’s a checklist to help you make this important decision.
Update Your California Estate Plan When Your Net Worth Increases
Are you wondering why you need to update your California estate plan after your assets grow? View here for more from an Anaheim trust attorney.