How to Modify Your Estate Plan to Pay for Your Grandchild’s Education
Can you help send your grandchild to college or graduate school without significant tax implications? It’s possible. Find out how to do it, here.
Articles about Changes to Trusts
I adopted my daughter from China; can I update my estate plan to ensure she learns about her culture?
After an international adoption, it is time to update your estate plan. Consider modifying your plan to direct your guardian to keep your child’s cultural ties.
Revoke or Revise: Which Is Right for Your Will?
Should you make changes to your will or revoke the whole thing and start again? Read this blog post before you make any decisions.
Getting Older? It’s Time to Update Your Estate Plan
As you age, your estate planning documents age with you. Consequently, you may need to modify your plan in order to address your changing needs and goals.
Is there a limit to the number of times that I can amend a estate plan?
Thinking about amend a estate plan? Have you done it before? Are you worried that you might want to do it again? Read this FAQ before you do anything.
How often should I update assets in a trust?
Orange County Estate Planning Attorney Shauna Anderson Discusses things to consider when creating and modifying your estate plan.