Attention Empty Nesters: Now May Be the Time to Update Your Estate Plan
Are you an empty nester? Find out why now may be the time to amend your estate plan and how to find out more about the changes you should make.
Articles about Changes to Trusts
Three Important Steps for Amending Your Trust When Your Spouse Passes
If you recently lost your spouse, it is important to update your estate plan. This includes amending, revoking, or recreating your living trust.
Eight Factors in Deciding Whether to Update Your Living Trust
After the loss of a spouse, it may be time to modify your living trust. Consider these eight questions to determine whether an amendment is necessary.
Do I need to update my beneficiary designations after my spouse passes away?
When your spouse passes away, it is very important to update your estate plan. This includes reviewing the beneficiary designations on certain accounts.
8 Common Changes to Your Anaheim Estate Plan
Wondering what types of changes might be made to an estate plan? View here for more from an Anaheim estate planning attorney.
Checklist for People Considering Modifying Their Estate Plans
Deciding whether or not to modify your estate plan? Here’s a checklist to help you make this important decision.