Posts Tagged ‘beneficiary designations’
What Is a Certification of Trust in California, and Why Your Bank Might Ask for One
A certification of trust proves your authority as trustee in California without handing over your full trust. Here’s what it is and what’s in it.
Read MoreWhy DIY Estate Plans Often Fail When Families Need Them Most | San Clemente & Laguna Hills Trust Lawyer
Over the last several years, online “do-it-yourself” (or DIY) estate planning has exploded in popularity. For a relatively low cost, websites promise families they can create a trust, will, powers of attorney, and healthcare directives in less than an hour, all from the comfort of their couch. And on the surface, it sounds appealing: Save…
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