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.
Articles about Create a Trust
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.
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.
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.
Who Can Be a Witness? Five Facts When Creating an Estate Plan
Selecting a witness is an important part of estate planning. You need to make sure that you choose a witness that will stand up in court. Read more here.
When Not To Name Your Spouse as a Beneficiary to Your IRA Account
Update Your Estate Plan When There Is A Second Marriage And When Not to Name Your Spouse But Also Make Sure You Provide for Your Loved Ones As You Wish.