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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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The term “blended family” has become commonplace in our society and refers to a family where one or both spouses were previously married and have children from the prior marriage. In some instances, the new couple goes on to have children of their own. With children, stepchildren and ex-spouses involved,... Continue reading
Posted 1 hour ago at Orange County Estate Planning
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Too many estate plans are created and then quickly forgotten, put on a shelf, and never looked at again. While we do recommend that you review and update your plan at least every three years, no matter what happens in your life, your plan must be updated immediately in the... Continue reading
Posted yesterday at Orange County Estate Planning
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If you have grandchildren - or are getting ready to welcome one, you know the special joy they bring. After all, you can now leave all the heavy lifting to the parents and just enjoy connecting with them. Many grandparents who enjoy financial freedom are often more than generous to... Continue reading
Posted 2 days ago at Orange County Estate Planning
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Creating an estate plan to protect your financial future and that of your family is just the first step in the estate planning process. Once those documents are executed, you will still need to review your plan annually to ensure it continues to reflect your needs and achieve your goals.... Continue reading
Posted 3 days ago at Orange County Estate Planning
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Families of those with disabilities - physical or mental - are typically concerned with the best way to fund the long-term financial and personal needs of their special needs loved one in a way that will secure a fulfilling life for them. The best vehicle to accomplish this goal is... Continue reading
Posted 4 days ago at Orange County Estate Planning
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There are many goals most of us want to accomplish in life, and some of the most important ones center on family and money. Here is what a thoughtful estate plan can help you accomplish that involves both: Control health care decisions. Most people will die in a hospital or... Continue reading
Posted 5 days ago at Orange County Estate Planning
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When your children were small, you no doubt suffered the challenge of keeping peace in the family. We see this same scenario play out time after time among adult siblings when a messy estate causes family rifts. Here are 10 tips to help prevent your children from fighting over your... Continue reading
Posted 6 days ago at Orange County Estate Planning
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As an estate-planning attorney, I see many of the same estate planning mistakes made time and again by people who either fail to plan properly or who use “do-it-yourself” estate planning websites or forms in an effort to save money. Without professional guidance, this can cause more problems for your... Continue reading
Posted 7 days ago at Orange County Estate Planning
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There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you decrease your... Continue reading
Posted Jul 9, 2018 at Orange County Estate Planning
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Balancing the needs of a multi-generational blended family with your own wishes can be a complicated task, especially when it comes to estate planning. With a majority of Americans not only marrying once, but twice, three or even four times during their lives, it is a challenge that will come... Continue reading
Posted Jul 8, 2018 at Orange County Estate Planning
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In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is an estate plan that does not include a Living Trust... Continue reading
Posted Jul 7, 2018 at Orange County Estate Planning
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There is simply no reason for anyone to delay in implementing these five estate-planning essentials: Will. Look around you right now. Everything you see has to be distributed in the event of your death. Your Will names the person you want to handle it all and can also indicate who... Continue reading
Posted Jul 6, 2018 at Orange County Estate Planning
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It’s hard to believe that people who spend a lifetime working hard to accumulate wealth spend little or no time planning for what will happen to it after they pass, especially if children are in the picture. Yet a recent Consumer Reports survey tells us that 86% of people have... Continue reading
Posted Jul 5, 2018 at Orange County Estate Planning
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Benjamin Franklin, John Adams and Thomas Jefferson served on the committee that picked the eagle for the national seal [Franklin wanted the turkey]. Bald eagles have few natural enemies and live only in North America. Bald eagles get their white head and tail feathers about 4/5 years of age. Bald... Continue reading
Posted Jul 4, 2018 at Orange County Estate Planning
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If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt. Insure.com recently provided a list of the 10 life insurance beneficiary mistakes to avoid. We elaborate on how they’ll affect you and how to fix them. Naming minor... Continue reading
Posted Jul 3, 2018 at Orange County Estate Planning
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Estate Planning today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals, and safeguarding your health care. Continue reading
Posted Jul 2, 2018 at Orange County Estate Planning
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Many people neglect to create an estate plan because they see it as the proverbial elephant...too big, too complex. Continue reading
Posted Jul 1, 2018 at Orange County Estate Planning
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What do I really need to have in place to ensure me, my family, and money are cared for the way I want? Continue reading
Posted Jun 30, 2018 at Orange County Estate Planning
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For those families with loved ones who are disabled or have special needs, the estate planning process is more involved – and definitely more critical. Continue reading
Posted Jun 29, 2018 at Orange County Estate Planning
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When done with an estate planning attorney, creating an estate plan makes your life better. Continue reading
Posted Jun 28, 2018 at Orange County Estate Planning
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“As a nation, we are aging rapidly. According to the U.S. Census Bureau, America's 65-and-over population is projected to nearly double to 88 million by 2050.” Continue reading
Posted Jun 28, 2018 at Orange County Estate Planning
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As a Trustee, you have what is known as a fiduciary duty to the beneficiaries of that trust. There are laws you must abide by in administering the trust, in addition to the terms of the trust that set out your duties as trustee. Continue reading
Posted Jun 27, 2018 at Orange County Estate Planning
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While it is true that many Americans of means have trusts to protect and pass their wealth, there are a number of reasons why trusts can also be useful for middle-class families Continue reading
Posted Jun 26, 2018 at Orange County Estate Planning
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If you have not revisited your estate plan this year following the changes made to the estate and gift tax laws at the beginning of 2018, ask yourself these 10 questions then schedule a meeting with us: Should your estate plan be changed to reflect any new laws? new assets?... Continue reading
Posted Jun 25, 2018 at Orange County Estate Planning
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Whether through illness, injury, or other means, anyone can require a guardian/conservator to become appointed if they become mentally incapacitated. In such cases, if there is no estate planning in place (or insufficient planning) to keep family or other loved one’s out of court, a guardianship (for those under 18... Continue reading
Posted Jun 24, 2018 at Orange County Estate Planning