by James F. Roberts | Nov 19, 2019 | Marriage, Update a Trust
Just adding a joint tenant to the title is not usually enough to keep from needing an estate plan. If you want to ensure that your wishes are carried out, then put an estate plan into place.
by James F. Roberts | Nov 1, 2019 | Changes to Trusts, Update a Trust
Keeping your power of attorney updated will help protect you when you need it. If you are unsure when you last updated your Power of Attorney call us and we can help you get up to date!
by James F. Roberts | Oct 18, 2019 | Administer a Trust, Trustee Duties
Many people accept appointment as executor without understanding the magnitude of responsibilities of executors. Read more about what you should know here!
by James F. Roberts | Oct 17, 2019 | Create a Trust, Pets
Your pets are important members of the family that you might want to provide for whom you may not have thought of yet. Read more here.
by James F. Roberts | Sep 12, 2019 | Administer a Trust, Distributions
Distribution of Trust Assets to Your Loved Ones.have any questions about your revocable living trust please call us at (714) 282-7488.