Why the Trust Should Never Be the Owner of The IRA Account
This video will help you better understand why not to make a trust owner of your IRA Account, or other retirement accounts. Learn more here!
Is it Time for Your Estate Planning Check-Up?
Make sure that you are protecting your family and property by keeping up to date with changes and have estate planning check-ups with your attorney.
Five Reasons Why You Need a Receipt for a Disbursement
Getting a receipt for a disbursement is important to protect the personal representative or trustee proving that what was supposed to be was fulfilled. Here is more information about getting a receipt for a disbursement.
Three Reasons Millennials Should Talk With an Estate Planning Lawyer
Millennials Should Talk With an Estate Planning Lawyer to minimize the risks now and in the future to their assets and to help prepare for things as they change throughout their lives. Here are three reasons to make that appointment.
Why Joint Ownership Is Not a Replacement for an Anaheim Estate Plan
Joint ownership of property my help avoid probate but does not mean you don’t need an estate plan! Talk with one of our attorneys to help you decide the best way to protect your property.