Estate Planning FAQ
Below you will find the answers to approximately 150 of the most frequently asked questions in eight of the most common topics, such as living trusts, estate taxes, IRA beneficiary selection, successor trustees and special trusts, such as life insurance trusts and charitable remainder trusts:
*Due to licensing restrictions, consultations are limited to California residents and individuals or companies with real property or business interests in California. We have served clients from five continents and most of the United States, with an emphasis on the southern Orange County, California cities, including Lake Forest, Mission Viejo, Irvine, Foothill Ranch, Rancho Santa Margarita, Aliso Viejo, Laguna Hills, Laguna Niguel, Newport Beach, Laguna Beach, San Clemente, Dana Point, Ladera Ranch, Las Flores, Laguna Woods, and San Juan Capistrano.
