What to Think About When Naming a Trustee for a Family Trust
There are many things that you need to consider naming a trustee. We offer a unique perspective to assist you in choosing wisely how to best plan.
Three Options for Distributing Trust Assets to Beneficiaries
Creating an estate plan requires decisions to be made about Orange County trust distributions. View here for an overview of the three most common options.
After I create my advance health care directive, who should receive a copy?
Creating an advance health care directive is an important step in the estate planning process. Contact us today to make sure that your planning is complete.
Who Should Be Your Beneficiary to an IRA Account?
The selection for your beneficiary to an IRA account and 401k accounts is important. Meet with your attorney to coordinate accounts with your estate plan.
Eight People Who Are Authorized to Make Decisions About Your Funeral Arrangements
As you create an estate plan, carefully consider your funeral arrangements. California law grants eight people authority to make these decisions on your behalf.