What should I do about my estate plan if I have recently started a new position?
Consider taking the following steps after ironing out the details of your new position ensuring that your plan matches your needs and goals.
Articles about Changes to Trusts
Six Estate Plans Modification Restrictions on Insurance
While getting a divorce, spouses are restricted from making certain Orange County estate plan modifications. View here for six modification restrictions relating to insurance.
Six Possible Updates to Your Estate Plan After a Job Change
Following a job change in your employment situation, it is important to update your estate plan. There are several modifications that may be necessary.
Six Reasons Not to Procrastinate Modifying Your Orange County Trust
Wondering what might happen if you fail to update your estate plan? Let’s review some of the reasons not to procrastinate.
My friend just modified her estate plan. Should I?
If you feel peer pressure to change your estate plan because a friend modified her estate, consider your own unique situation before making modifications.
Four Things to Consider When Deciding to Draft a New Will or Update Your Old One
Once you are ready to update, the next step is to decide whether to update the original will and draft a codicil, or revoke the old and draft a new one.