We believe in being available to our clients and their families and friends, giving everyone the opportunity to ask any questions they may have about their trust, beneficiaries, or estate plan.

• Do beneficiaries have to live in the same state that my trust is in?
• Should I co-own a rental house as community property or put in an LLC?
• What are the guidelines for considering whether my checking or savings account should be funded to my trust?
• Who has access to my HCPOA information?
• Is there a cost associated with trust administration?
• How could the proposed IRS Regulations for rule 2704 affect you?
• What is the presidential candidate’s Estate Tax proposal?
• Should a spouse or the trust be first on my IRA Beneficiary designation?
• Why would Joint Tenancy or transfer on death not be advisable?

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If you would like to schedule a one-on-one appointment with one of our attorneys, call us at (888) 222-1328 to schedule a free consultation.