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.
Articles about Changes to Trusts
If I amend an Anaheim trust, will I have to retitle all of my assets that are held in the trust?
Considering an amendment to an Anaheim trust but concerned about its impact on your assets? View here for a helpful overview about trust updates and funding.
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.