Are there restrictions on who I name to be my agent for health care decisions?
When creating an estate plan, you can appoint someone to make your health care decisions. There are only a few restrictions on who can serve in this role.
Articles about Administer a Trust
When creating an advance health care directive, can I limit the agent’s authority?
An advance health care directive allows you to appoint an agent to make decisions on your behalf. You can limit the agent’s authority under the terms of the document.
Leaving Assets to a specific beneficiary
Orange County Estate Planning Attorney Shauna Anderson Discusses things to consider when creating and modifying your estate plan.
Four Types of Legatees and Devisees to Beware of As You Administer an Estate
Four types of legatees and devisees to beware of as you administer an estate. For more information call or email our office.
In Some Cases, You May Prefer a Separate Trust for a Rental Property
When updating an estate plan to account for a rental property, you may want to use a trust. In some cases, you can use your already existing trust.
Know Your Options–Protect Your Assets In Case Of A Nursing Home Stay In Orange County
If you need to go into a nursing home will you know how to protect your assets? For more info please call or email our office.