Tag: Trusts

What to Do When a Trustee is Untrustworthy

5 Legal and Financial Moves to Make Before the Year-End

Orange County Will and Trust Lawyer: 5 Things to Consider When Choosing a Guardian for Your Child

How to “Marie Kondo” Your Financial Life and Streamline Your Estate Planning Process

Estate Planning for Military Families and Veterans in California

New Baby? Time to Create Your Estate Plan

Why You Should Sweat the Small Stuff in Your Estate Plan

Sweat the Small Stuff in Your Estate Plan

Three Legal Things to Do After a Scary Health Diagnosis

How to Get Your Estate Planning Done in Just 10 Minutes

Checking Your Estate Plan: Is It a Trick or a Treat?

The Estate Planning and Conversations You and Your Spouse Need to Have

How to Plan for a Loved One Who Has Autism

How to Plan for Your Client’s Growing Family

Inheriting Your Parents’ Home? Do These 3 Things First.

Does a New President Mean a New Estate Plan?

Helpful Gifting Strategies for Beneficiaries

Talking Turkey About Estate Planning This Thanksgiving

The Pitfalls of a Do-It-Yourself Estate Plan and How to Avoid Them

An Easy Guide to Start Your Digital Assets Estate Plan