I am considering modifying my estate plan to include a GRAT. What type of assets should I consider placing in the trust?
When modifying an estate plan to include a GRAT, consider whether you have the right type of assets to transfer to the trust.
Articles about Update a Trust
Want to Revise Your Trust? Consider These 6 Tips for Creating an Effective Amendment.
Amending a trust in is an easy way to ensure that your wishes are followed after you pass away. Learn 6 tips for creating an effective amendment.
I’m concerned about becoming disabled in the future. What should I do with my estate plan?
Over time, ensuring that your estate plan addresses concerns about becoming disabled in the future may become increasingly important. Take these steps to modify your plan.
6 Reasons to Update Your California Estate Plan Before Vacation
It is important to update your California estate plan before vacation? View here for more from an Orange County trust attorney.
If I get remarried, should I amend my trust to include QTIP provisions?
When you remarry, it is important to update your estate plan. You may wish to consider utilizing a QTIP trust or provisions if you meet certain requirements.
5 Options for Holding Vacation Property in a California Estate Plan
Holding vacation property in a California estate plan is important, but Others may view the ownership of the vacation property as a burden and wish to sell.