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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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Many people assume their children, relatives, or friends will be suitable guardians, and these folks may even tell you as much in conversation. But the reality is, properly caring for most pets is a major commitment of time, emotion, and finances. Continue reading
Posted yesterday at Orange County Estate Planning
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With high school graduation coming up, many parents will soon watch their children become adults (at least in the eyes of the law) and leave home to pursue their education and career goals. Continue reading
Posted 2 days ago at Orange County Estate Planning
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Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can be made online using a computer or mobile device. Continue reading
Posted 3 days ago at Orange County Estate Planning
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“When a patient under 65 complains about memory loss, confusion and problems at work, it seldom leads to a quick, clear diagnosis of Alzheimer’s disease.” Continue reading
Posted 4 days ago at Orange County Estate Planning
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“Retirement is coming quicker than you think. Take these eight essential steps to achieve success.” Continue reading
Posted 5 days ago at Orange County Estate Planning
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“Out of all the different types of insurance we can invest in, life insurance seems to be the least important for many people. However, life insurance could be one of the most important policies that we take out.” Continue reading
Posted 6 days ago at Orange County Estate Planning
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Determining whether a will or a trust is best for you depends entirely on your personal circumstances. Estate planning has changed so much it makes choosing the right tool for the job even more complex. Continue reading
Posted May 10, 2018 at Orange County Estate Planning
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At the senior stage of life, effective estate planning is urgent, both for you and the people you love. Continue reading
Posted May 9, 2018 at Orange County Estate Planning
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One of your most important responsibilities as a parent is to select and legally document guardians for your children Continue reading
Posted May 8, 2018 at Orange County Estate Planning
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“There's a big difference between gifted and inherited assets, and it could cost you in taxes.” Continue reading
Posted May 7, 2018 at Orange County Estate Planning
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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.” Continue reading
Posted May 4, 2018 at Orange County Estate Planning
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“The lack of a direct fiduciary duty to trust beneficiaries during the life of the settlor does not mean that a trustee is immune from reproach for his or her actions during this period.” Continue reading
Posted May 3, 2018 at Orange County Estate Planning
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“An expert from the American Association of Retired Persons (AARP) Foundation noted that technology makes life much easier for scammers, as reported by USA Today.” Continue reading
Posted May 2, 2018 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 May 1, 2018 at Orange County Estate Planning
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Perhaps you’ve heard from a well-meaning friend or advisor that you can use an inexpensive Transfer on Death Deed to keep your property out of court without going to the trouble of creating a Living Trust. If so, read this before you rely on a Transfer on Death Deed to... Continue reading
Posted Apr 30, 2018 at Orange County Estate Planning
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Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.... Continue reading
Posted Apr 29, 2018 at Orange County Estate Planning
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Discussing death can be awkward, and many people would prefer just to ignore estate planning all together. However, ignoring—or even putting off—such planning can be a huge mistake, as these celebrity stories will highlight. The next time one of your relatives tells you they don’t want to talk about estate... Continue reading
Posted Apr 28, 2018 at Orange County Estate Planning
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“With certain financial instruments, the beneficiary designations control the asset dispersion, regardless of other provisions, such as those in a will.” Continue reading
Posted Apr 27, 2018 at Orange County Estate Planning
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“The lack of a direct fiduciary duty to trust beneficiaries during the life of the settlor does not mean that a trustee is immune from reproach for his or her actions during this period.” Continue reading
Posted Apr 24, 2018 at Orange County Estate Planning
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Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the... Continue reading
Posted Apr 23, 2018 at Orange County Estate Planning
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“No one likes to think about end-of-life issues. However, it's important for every adult to have a will, no matter their age.” Continue reading
Posted Apr 21, 2018 at Orange County Estate Planning
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“The recently passed “Tax Cuts and Jobs Act” (TCJA) contains a major change to the Federal estate tax laws – the doubling of the individual estate gift and GST tax exemptions to approximately $11.2 million (double this for couples).” Continue reading
Posted Apr 20, 2018 at Orange County Estate Planning
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“Appellees answered Appellant's petition by asserting that his claims had no legal or factual basis because the acts that he alleged, occurred prior to the execution of the family settlement agreement.” Continue reading
Posted Apr 19, 2018 at Orange County Estate Planning
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“The best approach to dealing with long-distance caregiving is to educate yourself and your family to prepare ahead of time.” Continue reading
Posted Apr 18, 2018 at Orange County Estate Planning