Should You Include Your Checking Account Into Your Trust?
Orange County Estate Planning Attorney Answers Should You Include Your Checking Account Into Your Trust?
Articles about Changes to Trusts
How can I incorporate my stepchildren into my estate plan?
There are several options for updating your estate plan to incorporate your stepchildren. There are also pros and cons to each option.
No Tax, No Problem? The Need for Estate Plans after Changed Tax Laws
Under the new federal estate tax law, individuals with estates valued at $5.25 million or above are subject to the changed tax laws.
Things Change Over Time, and Your Estate Plan Should Change Too
Keeping your estate planning documents up to date is very important. ,with the changes of time your estate plan should change too.
Using a California Notice of Proposed Action for 7 Trustee Actions
A Notice of Proposed Action can be used to prevent trustees from criticism. View here for a list of actions to use a Notice for, by an Anaheim trust attorney.
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.