VIDEO: Title Holding Trusts For Privacy And Asset Protection
Loren provides an overview of this important strategy for real estate holdings and how it differs from a standard trust.
Estate Planning
Avoid Probate When Naming Beneficiaries Of Retirement Accounts and Life Insurance Policies
Who You Choose Can Have Important Ramifications. Loren M. Lopin, Trusts & Estates, P.C. Typically, a married person names their spouse as the beneficiary of their retirement account (401(k), IRA, 403(b) etc.) or life insurance policy. Children are often named as the contingent beneficiaries. If a person is single but has children, that person’s children …
VIDEO: Loren Lopin featured on CBS MoneyWatch Estate Planning Segment
Clip highlights the importance of hiring a good estate planning attorney.
To Protect Minor Children You Must Have A Will
Estate Planning In San Francisco to Protect Your Children Loren M. Lopin, Trusts & Estates, P.C. For families, the arrival of the first child is often the first time couples begin to think about estate planning. Besides a revocable trust, which is necessary to avoid probate in California if your estate is over $150,000.00, a …