28th May 2014

Presented by Estate Planning Lawyer, Dwight Edward Tompkins, Orange, CA.

29th May 2013

According to a recent survey, the average American worker spends approximately $2,000 a year eating out for lunch, instead of bringing a brown bag lunch from home. If you put your lunch money to work in investing,  you will significantly … 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

10 PHONE CALLS TO MAKE AFTER THE DEATH OF A LOVED ONE

By : | Category : Attorneys, banks, Beneficiaries, Estate Planning, Family Trusts, IRAs, Orange County, Retirement, Trustees | Comments Off on 10 PHONE CALLS TO MAKE AFTER THE DEATH OF A LOVED ONE

20th Apr 2011

When a family member passes away, there are several phone calls to make.  In each case, follow-up calls, meetings, and paperwork will probably be required. Also, the order of the calls may be different depending on the circumstances; however, the … more