While there are certain obvious situations that most people understand calls for an update to your estate plan, smaller changes in circumstances can be just as important. A good example of this pertains to personal property
Articles about Personal Property
Often people get A trust set up and then ask about what to do about Automobiles in Your Trust. There’s a quirky law, you do not count your car in probate.
Orange County Estate Planning Attorney Discusses Including Cars Into Your Trust
Orange County Estate Planning Attorney Answers Should You Include Your Checking Account Into Your Trust?
We have a checking account in a bank used to pay our monthly bills. Is it recommended we transfer our account into our living trust?
Do you recommend that we transfer our checking account into our living trust?For more info read here or give us a call at our offices.
How should I handle items of personal property that I want a specific individual to receive under my estate plan?
When creating your estate plan, you may want to give certain items of personal property to specific individuals. It is important to do so properly.