by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
Having a family or being married are not the only reason to create an estate plan. Single people need estate planning too. We discuss the reasons for creating an single life estate plan.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
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.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
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.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning
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.
by James F. Roberts | Jul 7, 2017 | Avoiding Probate, Create a Trust, Planning
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.
by James F. Roberts | Jul 7, 2017 | Create a Trust, Planning, Talking to Family
As you create an estate plan, carefully consider your funeral arrangements. California law grants eight people authority to make these decisions on your behalf.