Orange County Estate Planning Attorney Shauna Anderson Discusses things to consider when creating and modifying your estate plan particularly when you get an inheritance.
Have you recently or will you soon get an inheritance from a loved one?
If you recently did get an inheritance you should talk with an attorney about how to protect your family money by doing things such as setting up a separate property trust to protect your family money. You can set it aside in a trust where you are the trustee, you are the trustor, and you are the beneficiary. This was you can leave those assets to your family to those loved ones you specifically want. This way it is protected from a divorce action or anything else that may arise in the future. So, if you have recently or will soon get an inheritance, set up an appointment with your estate planning attorney to ensure that your estate plan honors your wishes and protects your assets for the future. Contact us today and set up an appointment.
We offer a many different resources and pamphlets on the subject of creating, updating and implementing estate plans. We also offer a regularly scheduled seminar in our office to help people determine what the best options are for them in their estate planning needs. We hope you sign up for one of our seminars to help you find your best options. We regularly conduct free seminars designed to teach about the benefits of creating an estate plan. The seminars are held on-site at our Anaheim office inside of our “classroom”. We offer light snacks and refreshments to the attendees and the group is often small and intimate, which allows for questions to be asked comfortably and for a very relaxed environment. Please encourage your loved ones to attend the seminar so that they may learn more about the estate planning process and benefits.