The Roles Life Insurance and Retirement Account Beneficiary Designations Play in Your State Plan

By : | Category : administration, Beneficiaries, estate plan, Life Insurance, Retirement | Comments Off on The Roles Life Insurance and Retirement Account Beneficiary Designations Play in Your State Plan

2nd Feb 2017

Ensuring that all your designated beneficiary details information is complete and accurate is one of the most commonly overlooked details of a comparative estate plan. It is critical that this improvement is as accurate and up-to-date as possible as this … more

What to Look for When Selecting a Trustee

By : | Category : administration | Comments Off on What to Look for When Selecting a Trustee

15th Feb 2016

Selecting a trustee is a big decision. In fact, selecting the person to carry out the provisions of your trust is one of the most important decisions you’ll make in your estate planning process. It’s impossible to make the right … more

11th Oct 2014

Dwight Edward Tompkins,Estate Planning Lawyerin Orange County, California.

17th Aug 2013

Frequently, having a family meeting about your estate plan may help you with your goals of protecting and providing for your family.  A family meeting often will help in generally preparing your beneficiaries for future inheritances and responsibilities (or lack … more

10th Aug 2013

In a revocable living trust there are two groups of people.  The trustees who administer the trust, and the beneficiaries who receive all or part of the trust estate upon distribution. Often the successor trustees and beneficiaries are the same … more

26th Jul 2013

Contrary to what many people think, I do not automatically continue as the attorney for the trust.  The trustee may retain me as the attorney, but they are not obligated to do so.  The trustee may retain another qualified attorney, … more

The Probate of A Will in California

By : | Category : administration, California, Probate, Trusts, will | Comments Off on The Probate of A Will in California

17th Nov 2012

As a probate lawyer in Orange County, I am very familiar with the process of probate with or without a will. As you may know, probate is the process where after death the instructions of the Will are carried out, … more