New LLC Act Could Impact California Estate Plans
Upcoming changes to the LLC Act could impact California estate plans. View here for more from an Anaheim estate attorney.
Articles about Update a Trust
Naming Your Spouse as the Primary Beneficiary for an IRA Account
How Taxes Play A Role In Why You Should Be Naming Your Spouse as Primary Beneficiary for an IRA Account explained by Orange County Estate Planning Attorney.
Should I modify my estate plan if I named my children as beneficiaries of my life insurance policy?
If I named my children as beneficiaries of my life insurance policy? Following are three reasons why you should consider updating your estate plan.
Should I name my life partner guardian of my minor child?
When creating your estate plan, you will need to appoint a guardian for your minor children. Consider carefully whether your life partner is the ideal choice.
We have a checking account in a bank used to pay our monthly bills. Is it recommended we transfer our account into our living trust?
Do you recommend that we transfer our checking account into our living trust?For more info read here or give us a call at our offices.
Moving to Anaheim from Out of State? Time for a Trust Modification
You must do a trust modification if you recently moved to Anaheim after previously living out of state.for more info read here.