Update Your California Estate Plan When Your Net Worth Increases
Are you wondering why you need to update your California estate plan after your assets grow? View here for more from an Anaheim trust attorney.
Articles about Changes to Trusts
I am considering modifying my estate plan to include a GRAT. What type of assets should I consider placing in the trust?
When modifying an estate plan to include a GRAT, consider whether you have the right type of assets to transfer to the trust.
Want to Revise Your Trust? Consider These 6 Tips for Creating an Effective Amendment.
Amending a trust in is an easy way to ensure that your wishes are followed after you pass away. Learn 6 tips for creating an effective amendment.
6 Reasons to Update Your California Estate Plan Before Vacation
It is important to update your California estate plan before vacation? View here for more from an Orange County trust attorney.
Consider Updating Life Insurance Policy Ownership When Modifying an Estate Plan
When you update your estate plan, consider your existing life insurance policies. Changes to the ownership of the policy may be beneficial.
5 Advantages of Estate Plan Updates for More Control Over Assets
Have an estate plan that benefits your kids? It may be time to make some updates. Learn about the benefits of provisions that give more control over assets.