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Trust & Estate Planning Lawyer in Anaheim California

Protect your assets and your loved ones working with an Anaheim Trust & Estate Planning Lawyer

Tag: estate planning tools

What is a Probate Avoidance Trust?

Posted on November 23, 2022November 23, 2022 by Rebecca Sommer

Overview of Probate avoidance trust If you are single, if you are married but have very limited assets (and do not mind the surviving spouse making any changes they want after your death), or if all of your estate is going to

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Trusts distribution of wealth, estate planning tools, incapacity, minor child, probate, revocable trust Leave a comment

What’s the Process of Setting Up A Trust?

Posted on October 12, 2022November 23, 2022 by Rebecca Sommer

  The Trust Process Includes: Draft the Trust Documents Draft a “Pour Over” Will Fund the Trust Rest Easy Trust Set Up Process You’ve decided you want a trust, done all the research (or worked with an attorney), and know what kind

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Trusts estate planning tools, revocable trust, trust Leave a comment

What is Estate Planning?

Posted on June 24, 2022November 23, 2022 by Rebecca Sommer

About Estate Planning At its simplest, estate planning ensures YOUR wishes are followed and makes the estate process as easy for your loved ones as possible. An estate plan will help you reach your goals, whether you want to avoid  probate ,

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Estate Planning (in general) distribution of wealth, estate planning tools 1 Comment

Recent Posts

  • Disclaimer Trusts: What Are They and How Do They Work?
  • What is a Probate Avoidance Trust?
  • What’s the Process of Setting Up A Trust?
  • Advance Health Care Directives
  • Power of Attorney: Who Needs One and Why?

Categories

  • Estate Planning (in general)
  • Trusts
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