Why You Would Have an A B Trust in the first place
Orange County Estate Planning Attorney Discusses Why You Would Have an A B Trust in the first place
Articles about Administer a Trust
Notifying the Assessor’s Office After Someone Passes Away
Orange County Estate Planning Attorney Discusses Notifying the Asseorss Office After Someone Passes Away
Notifying the Social Security Office After Someone Passes Away
Orange County Estate Planning Attorney Discusses Notifying the Social Security Office After Someone Passes Away
Notifying the Trustees After Someone Passes Away
There is a strict 60 day legal requirement after someone passes away that a formal notification be sent out to all beneficiaries.
Options For Choosing an IRA Beneficiary
Orange County Attorney James F. Roberts discusses your options for choosing a Beneficiary. Contact us today if you have questions.
Remainder of Life Expectancy for IRA Benefits
The third option and clearly the best option for anybody that’s receiving a large sum of money through an IRA is the remainder of life expectancy.