5 Tax Responsibilities of a California Trustee During Administration
tax responsibilities of a California trustee. View here for more information from an Anaheim trust attorney.
Articles about Distributions
What Is A Pour-Over Will?
A pour-over will acts as a safety-net for some assets and transfers them into the living will to avoid probate. Talk to an attorney today.
Which Option Should You Choose IRA Distribution
Orange County Estate Planning Attorney Discusses Choosing IRA Distribution Method
Four Trustee Fee Provisions to Consider for Your Trust
Compensating trustees fairly is important to many people when creating their estate plan. There are several options for addressing Trustee fee provisions for your trust
Negatives to Receiving Lump Sum Benefits
Orange County Estate Planning Attorney James F. Roberts Discusses things to consider when creating and modifying your estate plan.
Negatives to Lump Sum Benefits Option for IRA Distribution
Negitives to Lump Sum Benefits Option for IRA Distribution by Orange County Estate Planning Attorney James F. Roberts