The following tips will give you a head start on end-of-year organizing (at least where your estate plan is concerned). Review your current will and trusts. Your will and trusts may need to be updated because your family situation or goals changed....
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Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between. We talk to many supporters of Orange County United Way who worry that leaving a gift in their will to United Way may...
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If you hear “planned giving” or “legacy giving” and think it is for people older or wealthier than you—or that it is just too confusing—check out these common myths and the truths behind them. First, What Is Planned...
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You can leave a legacy for future Orange County generations using our online estate planning tool that allows you to create or update a will in as little as 20 minutes...
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