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!
Articles about Planning
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.
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 a Trust is Preferable Over a Court-Appointed Guardian
Having a court-appointed guardian offers far less control for you and less protection for your family. Set up an appointment today with an estate planning attorney to make sure your family is protected.
Why can’t I just have my child own a life insurance policy on my life rather than setting up an irrevocable life insurance trust?
Clients who opt to use direct ownership as a way to keep life insurance policy proceeds out of their estates often name their beneficiaries as the new owner. However, there are a lot of reasons that a trust would be a better option for the policy funds.
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.