Choosing Beneficiary Ownership of Newly Acquired Stock
The process of estate planning is ongoing. When you receive newly acquired stock, consider registering ownership in beneficiary form.
Articles about Administer a Trust
Consider Taking a Child Off Your Deed, and Use a Trust Instead
If you added a child to the deed for your real estate, this may have been an estate planning mistake. Correct this mistake and consider using a trust.
A Trust Can Hold Shares in an S-Corporation but Must Contain Certain Key Provisions
If you obtain shares in an S-Corp after creating a trust, you may need to modify your estate plan. Trusts need specific provisions to hold S-Corp stock.
Four Facts You Didn’t Know About Minors and Inheritances in Orange County
Wondering what to do when the beneficiary of an Orange County estate or trust is a minor? Minors and inheritances need to be distributed with the appointment of a guardian.
How to Honor Your Loved One’s Wishes If You Are Not an Attorney
What can you do to keep honoring your loved one after he has died? Find out how you can help with his estate plan and make sure his wishes are respected.
Four Potential Options for Specific Gifts of Personal Residence Under a Will
When creating an estate plan, you must decide who will receive your assets. A specific provision can be used in your will to address your personal residence.