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Orange County CA Estate Planning
Santa Ana, CA
Estate Planning - Probate - Trust Administration - Business Law - Employment Law - Business Litigation
Recent Activity
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“It is estimated that the Baby Boomer generation is entering retirement at a rate of approximately 10,000 people per day. That is a startling figure.” Some Boomers are prepared for retirement, but others are not, says Moultrie News in the article titled “Securing retirement through engaging in business exit planning.”... Continue reading
Posted 7 days ago at Orange County Estate Planning
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“Imagine your doctor telling you have Alzheimer’s disease or some other type of dementia. Then, imagine being told, ‘I’m sorry, there’s nothing we can do. You might want to start getting your affairs in order.’” Those newly diagnosed with Alzheimer’s frequently say they felt overcome by hopelessness. The Washington Post... Continue reading
Posted Sep 13, 2018 at Orange County Estate Planning
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“As the opioid epidemic continues to impact Pennsylvanians and people nationwide, families are in constant search of answers as to how they can help their loved ones with addiction issues.” A Pennsylvania estate planning attorney got a question four years ago that he hadn’t anticipated. They asked what they could... Continue reading
Posted Sep 12, 2018 at Orange County Estate Planning
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“Three-quarters of Americans will need long-term care, but few are prepared for it, according to a new study.” Americans aren’t readying themselves for the costs of getting old, says Think Advisor in its recent article, “Now You Can Add Long-Term Care to Death and Taxes.” It may be one of... Continue reading
Posted Sep 10, 2018 at Orange County Estate Planning
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“Have you checked your beneficiary designation for your retirement account recently?” It’s important to review the beneficiary designations on accounts like life insurance, IRAs and pensions. Investopedia says that outdated beneficiary designations can cause problems in its article, “The Importance of Updating Retirement Account Beneficiaries.” There have been many cases... Continue reading
Posted Sep 7, 2018 at Orange County Estate Planning
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“We all want to assure that, after we’re gone, our assets go to the loved ones we intend—in the ways, amounts and proportions we intend—without unintended consequences.” Continue reading
Posted Sep 6, 2018 at Orange County Estate Planning
“Nineteen months after pop star George Michael's death, his last wishes are finally being honored.” Continue reading
Posted Sep 4, 2018 at Orange County Estate Planning
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“If you want to make sure someone other than your estranged spouse is able to plan your funeral, you need to have a new Health Care Directive put in place.” Continue reading
Posted Sep 4, 2018 at Orange County Estate Planning
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The first ever US Labor Day was celebrated on 5th of September. 1882 on Tuesday in New York City which was planned by the Central Labor Union. The American Labor Day concept was idealized by Canada in order to honor the Labor Movement. They also held a “9-hour Movement” to... Continue reading
Posted Sep 3, 2018 at Orange County Estate Planning
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“Your retirement could have an impact on your children, especially if you plan to move or are helping them financially.” Continue reading
Posted Sep 2, 2018 at Orange County Estate Planning
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“An executor has many duties, including paying off debt.” Continue reading
Posted Sep 1, 2018 at Orange County Estate Planning
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“Don’t forget about your pets when making your estate plan.” Continue reading
Posted Aug 31, 2018 at Orange County Estate Planning
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A will should be a well-written document that describes how you’d like your property to be distributed after you pass away. US News & World Report’s article entitled “10 Steps to Writing a Will” says that if you've been procrastinating on completing the task, here's your opportunity to cross it... Continue reading
Posted Aug 30, 2018 at Orange County Estate Planning
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“Conventional planning techniques may cover you from a tax perspective, but they do little to address family strife.” Continue reading
Posted Aug 29, 2018 at Orange County Estate Planning
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“Singles need a financial back-up as much, if not, more than the rest of us.” Continue reading
Posted Aug 28, 2018 at Orange County Estate Planning
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“A trust was established for the celebrity chef's daughter, but his ex-wife could claim a third of the estate, if their divorce wasn't finalized.” Continue reading
Posted Aug 27, 2018 at Orange County Estate Planning
“Apollo 11 moonwalker Buzz Aldrin is suing two of his children and a former business manager, accusing them of misusing his credit cards, transferring money from an account and slandering him by saying he has dementia.” Continue reading
Posted Aug 26, 2018 at Orange County Estate Planning
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“There is a silent killer of many businesses in the United States, and our area is certainly not immune.” Continue reading
Posted Aug 25, 2018 at Orange County Estate Planning
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“Estate planning and long-term care are two aspects of retirement that can take on more importance for older singles.” Continue reading
Posted Aug 24, 2018 at Orange County Estate Planning
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“It's a common practice for couples and business partners to take title to each other's bank accounts, brokerage accounts, real estate and/or personal property as joint tenants with rights of survivorship (JTWROS).” Continue reading
Posted Aug 23, 2018 at Orange County Estate Planning
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The “sandwich generation” is a generation of people, who are usually in their 30s and 40s. They are caring for their aging parents, while supporting their own children. If this sounds like you, then this means you’ve got a lot to worry about. Even if you are not taking financial... Continue reading
Posted Aug 22, 2018 at Orange County Estate Planning
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“Singer Jimmy Buffett is among the developers behind the new Latitude Margaritaville, an active adult community in Daytona Beach, Fla.” Continue reading
Posted Aug 21, 2018 at Orange County Estate Planning
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A Payable On Death or POD account is a non-probate transfer arrangement between a bank and a customer. Upon the death of the account owner(s), the account automatically transfers to the beneficiaries as the new owners. It’s also referred to as a Totten trust. Many people use this as a... Continue reading
Posted Aug 20, 2018 at Orange County Estate Planning
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“High taxes and cost of living make these states undesirable for retirees, according to Bankrate.com.” Continue reading
Posted Aug 19, 2018 at Orange County Estate Planning