If you are separated from your spouse, during a legal separation it is important to update your estate plan. This includes revoking important documents like powers of attorney.
During the waivers and revocable trust termination process, you may be able to obtain a waiver of accounting to save time and money. View here for more information.
Orange County Estate Planning Attorney Jim Roberts explains taking Your Required Minimum Distribution And What Happens If You Don’t Take It.
Costly fees associated with reverse mortgages could drastically reduce the size of your estate. View here for more from an Anaheim trust attorney.
New report highlights a common estate planning failure: updating beneficiary designations. Learn more about reasons to keep these designations up to date.
The administration process begins with a requirement of sending notice of a trust administration to the beneficiaries of that trust. Read More Here.
