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

How to Make a Wise Decision when Appointing Trustees and Beneficiaries

By : | Category : Beneficiaries, benefits, california estate planning attorney orange county, Trustee Powers, Trustees | Comments Off on How to Make a Wise Decision when Appointing Trustees and Beneficiaries

24th Jan 2017

One of the most important decisions you will ever make in your lifetime is whom to appoint as the trustee or beneficiary of your estate in the event of your death. Once you have filed your Final Will and Testament … more

The Dangers of Not Having a Special Needs Trust

By : | Category : asset protection, Assets, Attorney, Beneficiaries, Uncategorized | Comments Off on The Dangers of Not Having a Special Needs Trust

21st Sep 2015

Understanding wills and trusts and the different components of each, can prove to be quite confusing. But, one very important component that should not go overlooked is the Special Needs Trust. If you care for a special needs child or … 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

20th May 2013

One the unintended consequences of failing to plan your estate is that family members you detest may end up with your estate, or a portion of it. Consider the story of the estate I handled a few years ago.  The … more

13th May 2013

The best way to avoid probate in California is through a living trust. But, there are other ways to avoid probate as well.  Joint tenancy ownership avoids probate as long as one or more of the joint tenants are surviving. … more

29th Apr 2013

The terms “heir” and “beneficiary” are often used interchangeably by many people and I do so as well from time to time. However, there is an important difference between an “heir” and a “beneficiary”. An “heir” is someone who has … more

Video: California Estate Planning For Unmarried Couples

By : | Category : Beneficiaries, Estate Planning, Heirs, Intestate Succession, Living Trusts, Partnerships, Unmarried Couples, Video, Wills | Comments Off on Video: California Estate Planning For Unmarried Couples

23rd Feb 2012

Orange County Estate Planning Lawyer Dwight Edward Tompkins explains why creating an estate plan is critical for unmarried couples. Because an unmarried partner is not considered an heir under California law, a will or living trust must be executed to … more

17th Dec 2011

Presented by Orange County Estate Planning Attorney, Dwight Edward Tompkins. CaliforniaFamilyTrusts.com  .  This blog is intended is intended for informational purposes only and is not intended as a substitute for legal advice by a qualified attorney in your jurisdiction.

18th Nov 2011

Dwight Edward Tompkins, Estate Planning Attorney. California Family Trusts