NAMES
Updated 24 days ago
999 Corporate Drive, Suite #100 Ladera Ranch, CA 92694-2149
Most assets in your name alone at your death will be subject to your Will. Some exceptions include securities accounts and bank accounts that have designated beneficiaries, life insurance policies, IRAs and other tax-deferred retirement plans, and some annuities. Such assets would pass directly to the beneficiaries and would not be included in your Will...
Tim Pickart (www.pickartlaw.com 949-400-3183) is an attorney specializing in the areas of estate planning, trust administration, probate, business planning, and asset protection