No family wants to face this level of tension or acrimony. One of the primary goals of estate planning is to provide clarity so that this kind of discord never happens. That’s what makes it so important to ensure that all elements of your estate plan are harmonized, something that...
Tag: probate
estate planning
Max Alavi, Attorney at Law, APC: Excited to Announce the Relocation of the Main Office to the New Location
Newport Beach, California, October 2019 – Max Alavi, Attorney at Law, APC, is pleased to inform you of our new office location at 2424 SE Bristol St. This move will allow for further expansion at a more client-friendly location situated off the 73 Freeway for easy travel access and better...
Can I Transfer My IRA and Other Tax-Deferred Plans to My Living Trust?
Those with IRAs or similarly tax-deferred plans often wonder whether they should transfer ownership of their plan to a living trust. What are the merits of doing this? And does it typically make more sense to name a spouse, child, or grandchild as the beneficiary of the IRA? In a...