Why a Will is Not Enough

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14th Feb 2017

Nobody wants to think about their death. However, since there is a 100% chance that we will one day leave this world, we must make provisions for those we leave behind. Most people draft a will and think that will … more

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

24th Jan 2017

One of the best pieces of news in recent years is the federal tax exemption of $5.34 million per person and indexed to inflation made permanent. This means, for 2014, as much as $5.34 million of a person’s estate will … 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

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