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Orange City Estate Planning Blog

How Do I Create a Trust?

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.

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What Is a Power of Attorney?

A power of attorney is a legal document with which a principal authorizes an agent to act on the principal’s behalf and for the principal’s benefit.

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What Should I Know about Tricare When I Retire?

’Plan for what is difficult while it is easy’ is an apt quote regarding healthcare in general and Tricare in particular. If you’re transitioning out of the military, it’s important to know your responsibilities and form a strategy well in advance of your separation date.

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Investment Accounts

What Can a Trust Do for Me and My Family?

Trusts are often associated with the rich, but the uber-wealthy are not the only people who can benefit from using trusts. There is no minimum asset level or net worth required to set up a trust, and you can put any amount of money into a trust.

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