Do I have to notify the Social Security Administration that my loved one has died?
After your loved one dies, Social Security benefits cease. It is the obligation of the person administering the estate to notify Social Security Administration.
Articles about Administer a Trust
Notifying the assessor’s office of the passing of a loved one who owned real property
If your loved one owned real property, or an interest in, not owned in the name of the Trust, then the Trustee must file an appropriate affidavit.
New Report Provides Nine Helpful Tips for Debts of an Estate
New report provides helpful tips about how to address the debts of an estate in Anaheim. View here for an overview.
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
Naming the Trust as Beneficiary, Using an IRA Sub-Trust
Most people want the IRA that they left to their children to go on to their grandchildren, rather than to the spouse. An IRA Sub-Trust may be the answer.