Estate Planning

Protecting Your Children’s Inheritance When You are Divorced Consider this story. Beth’s divorce from her husband was recently finalized. Her most valuable assets are her retirement plan at work and her life insurance policy. She updated the beneficiary designations on both to be her two minor children. She did not want her ex-husband to receive the money. Beth passes away one year after...

WHAT IS A LIVING TRUST? An orange county estate planning attorney can help make a revocable trust part of your estate plan A revocable trust (commonly called a living trust) is a part of an estate plan that helps minimize estate taxes and probate expenses. A trust is a fiduciary arrangement that allows a trustee (yourself or a third party) to hold assets on behalf of a beneficiary. There...