What should I do with my estate plan if my assets grew significantly in recent years?
When you have an estate plan an update is usually required when the assets grew substantially in recent years. Read more here.
Articles about Changes to Trusts
Veterans May Need to Update Estate Plans Following California Audit
Auditor recommends big changes to current laws surrounding veterans’ benefits. View here for more from an Anaheim estate attorney.
Modifying a Living Trust: An Overview of Methods
Modifying a living trust in Orange County periodically to you keep your estate plan is as updated as possible is very important.
Update Your Estate Plan By Funding Your Trust With New Assets
If you do not continuously monitor your assets to ensure that your trust is properly funded, it may not work in the manner that you intended it to.
6 Living Trust Provisions in Need of Review as You Age
It is important to review and keep estate plans up to date, especially when a modification has not occurred in the last several years or even decades.
Should I update my will while I’m legally separated from my spouse?
While there are many good reasons to update your estate plan after you legally separate from your spouse, you need to review your documents.