Does my retirement plan need to be titled in the name of my trust? Shannon JonesSeptember 8, 2019retirement, IRA, 401(k), trust, beneficiaries, lawyer, legal documents, san diego, ocean beach
My family member is having trouble handling their financial (or health) affairs. What can be done to assist and protect them? Shannon JonesAugust 5, 2019conservatorship, estate planning, legal documents, lawyer, san diego, ocean beach
I am in the process of purchasing a home, do I need to modify my legal documents in any way? Shannon JonesAugust 5, 2019new home, legal documents, lawyer, trust, living trust, will, living will, assets, estate
