949-945-0415

December 2018 Archives

Are you considering an irrevocable trust in your estate plan?

An irrevocable trust is just like it sounds — irrevocable. In other words, once you create the trust and transfer assets to it, you can't dismantle the trust and take back the assets. In this sense, the trust cannot be changed, modified or taken apart by anyone, including the grantor who initially created it.

Calculating your net worth is an important estate planning step

One important step to take early in the estate planning process is determining what your overall net worth is. This will help you determine what assets you may want to pass on, what debts may need to be settled by your estate, how much estate tax your estate may be liable for and what estate planning tools may best fit your situation.

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The Soto Law Group
1101 Dove Street,
Suite 200
Newport Beach, CA 92660

Phone: 949-945-0415
Fax: 949-945-0197
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