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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
“No matter your age, this estate planning checklist will help you get started on the process.” People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a host of potentially significant problems. The Business Times recently... Continue reading
Posted Jan 1, 2017 at Orange County Estate Planning
“You may have created the perfect estate plan, but your heirs can easily end up in conflict and your estate in dispute–especially if the provisions of your Trust or Will come as a surprise.” Even if your plans are simple, talking through the details of your estate plan with heirs... Continue reading
Posted Dec 31, 2016 at Orange County Estate Planning
“His philanthropy turned toward UK when he discovered that the scholarship he was awarded as a dental student was no longer available, and he decided to begin a similar merit scholarship program.” November was National Philanthropy Month. It’s a time when the University of Kentucky can show its gratitude to... Continue reading
Posted Dec 30, 2016 at Orange County Estate Planning
“Naming a guardian for your children is one of the hardest, and most important, decisions you will ever make.” If you’re having a tough time deciding who to name as guardians for your kids, you're not alone. Should you go with a close family member or someone who’s better with... Continue reading
Posted Dec 29, 2016 at Orange County Estate Planning
“These 'how to' steps can bolster the long-term transferability of your business.” Many family-business owners aren’t sufficiently prepared to transfer their businesses. There are several reasons why business transition planning is critical for business owners who want to protect the future value of their enterprise. One element of this preparation... Continue reading
Posted Dec 28, 2016 at Orange County Estate Planning
“In an ideal world, your final wishes would remain just that: final. But in reality, dissatisfied heirs might look for any opportunity to grab what they feel they deserve.” With people living longer, things can be messier. There’s more time for a second marriage, more time for assets to accumulate,... Continue reading
Posted Dec 27, 2016 at Orange County Estate Planning
“Studies show that many Americans old enough to need estate planning have done absolutely nothing about it. This lapse is, of course, the most fundamental error you can make in estate planning.” It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their... Continue reading
Posted Dec 26, 2016 at Orange County Estate Planning
“Life is short. And while no one wants to focus on the end, forcing yourself to do so can ultimately make things a bit easier for your loved ones, not just emotionally, but financially too. One way to deal with the latter concern is to put your home in a... Continue reading
Posted Dec 24, 2016 at Orange County Estate Planning
“An estate plan is not something to ignore for years.” Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the Nevada Appeal’s recent article “Is your estate plan obsolete?” reminds us, the only thing that... Continue reading
Posted Dec 23, 2016 at Orange County Estate Planning
“This is a fundamental issue of equal protection under the law for those who are facing life-changing disease or disability,” said U.S. Rep. Glenn Thompson, R-Pa., who sponsored the bill. The U.S. House recently passed the Special Needs Trust Fairness and Medicaid Improvement Act (H.R. 670) by a vote of... Continue reading
Posted Dec 22, 2016 at Orange County Estate Planning
“Worried about estate taxes affecting your clients? If they've been married more than once, then forget the taxman.” The unforeseen legal consequences incurred by a second or even third marriage can snarl careful estate planning and leave heirs disenfranchised and bitter, warns On Wall Street in recent article entitled “Estate... Continue reading
Posted Dec 21, 2016 at Orange County Estate Planning
“Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will.” As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s... Continue reading
Posted Dec 20, 2016 at Orange County Estate Planning
In September, Governor Jerry Brown signed into law tech-backed legislation providing a road map for handling the emails, social media accounts and other digital assets of the dead. Assembly Bill 691 will create a three-tiered approach when designating who has the authority to access the online data of a deceased... Continue reading
Posted Dec 19, 2016 at Orange County Estate Planning
“Estate planning documents are an essential part of your financial plan. They ensure that your wishes will be followed.” NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three” of documents that just about everyone... Continue reading
Posted Dec 18, 2016 at Orange County Estate Planning
“After you lose a loved one, estate planning attorneys say there are several steps you should take.” WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death, you need to contact the Probate Court in... Continue reading
Posted Dec 17, 2016 at Orange County Estate Planning
“Even without a taxable estate, a GRAT could make sense” A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for a specific period of time—usually between five and ten years. A GRAT, however, can also... Continue reading
Posted Dec 16, 2016 at Orange County Estate Planning
“Make sure your wedding makes you cry for the right reasons.” A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal rights and responsibilities or fail to address money matters up front. While death and... Continue reading
Posted Dec 15, 2016 at Orange County Estate Planning
“If you're older than 70½, the deadline for taking RMDs is New Year's Eve. Start the process now to beat the end-of-year rush—and to dodge the penalty for missing the deadline.” Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply... Continue reading
Posted Dec 14, 2016 at Orange County Estate Planning
“Estate and succession planning is complex. Although it will take hard work and hours to complete, it will help you alleviate anxiety for your family and business.” AgPro’s recent article, “4 Estate Planning Documents You Need Beyond a Will,” asks: What if you get hit by a bus tomorrow? Estate... Continue reading
Posted Dec 13, 2016 at Orange County Estate Planning
“We all need to do some type of estate planning, but it’s especially important if you are part of a blended family.” The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for Blended Families.” Estate... Continue reading
Posted Dec 12, 2016 at Orange County Estate Planning
“Family relationships are greatly strained when inheritance passes from one generation to the next.” It’s not uncommon for parents to be mediators between their children. But after they pass away, siblings can battle more frequently and more aggressively. A lot of this has to do with mourning the loss of... Continue reading
Posted Dec 11, 2016 at Orange County Estate Planning
“Most people can’t or don’t want to think about the day they might be incapable of making even basic decisions.” Incapacity planning is about designating how you want to be cared in the event that you lose your cognitive ability. It’s hard to face, but it’s absolutely necessary, says Barron’s... Continue reading
Posted Dec 10, 2016 at Orange County Estate Planning