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Category: Trust Administration

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Voorhees & Ratzlaff Law Group

Powerful Provisions in Your Financial Power of Attorney

August 24, 2022Kari VoorheesPower of Attorney

In a financial power of attorney, you designate a trusted decision maker (agent or attorney-in-fact) to act on your behalf if you become disabled or unable to manage your financial affairs. Depending on the provisions you choose to include, your agent may have the power to buy and sell property, the power to invest, and…

Updating Your Estate Plan

Updating Your Estate Plan: How Many Tweaks Are Too Many?

June 16, 2022Kari Voorheesestate plan, estate planning, Trust Litigation

If your life or the law has changed since you signed your estate plan, last will and testament, or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part…

Trust Funding - How to Fund Your Trust

Trust Funding: Is Everything Titled Correctly?

November 22, 2021Kari Voorhees

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document drafted and signed is not enough. For any trust to be effective, you must complete the process of funding your trust as soon as you can. But what exactly is funding? A common…

Estate Planning at Voorhees & Ratzlaff

Why Is My Living Trust So Long?

August 23, 2021Kari Voorhees

When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation, the work should be easy and the documents should be few. But now that you have finished working with the attorney, your parting gift is a large binder filled with…

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Voorhees Law Group PC

Headquartered in Chino, Voorhees Law Group PC serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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Recent Posts

  • No Such Thing As Too Early: When to Start Planning Your Estate
  • 5 Reasons Why You Need a Living Will
  • National Estate Planning Awareness Week: 3 Reasons to Avoid Probate

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