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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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“Your estate plan isn't finished just because your attorney has drawn up a will. Proper asset titling is the next step.” Continue reading
Posted Jun 11, 2019 at Orange County Estate Planning
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“While it’s common advice that retirees should avoid borrowing if possible, situations could arise when it will be necessary. Where to turn?” Continue reading
Posted Jun 10, 2019 at Orange County Estate Planning
“Stan Lee is sadly gone but the Marvel icon is far from forgotten, especially in the L.A. County District Attorney’s office.” Continue reading
Posted Jun 8, 2019 at Orange County Estate Planning
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“There are plenty of aging parents out there making life difficult for their adult children…” Continue reading
Posted Jun 7, 2019 at Orange County Estate Planning
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“John Singleton’s made a crucial error in his estate planning that could cause some major drama within his family in the days following his passing.” Continue reading
Posted Jun 6, 2019 at Orange County Estate Planning
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“The wish to leave our heirs with a legacy is powerful. Don’t leave them without an estate plan.” Continue reading
Posted Jun 5, 2019 at Orange County Estate Planning
Thank you. That's always nice to hear.
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“Deciding whether to leave an inheritance for your children impacts the amount you save, the retirement plans you choose and how you take qualified retirement plan distributions. However, beyond your desire to leave some wealth to your children (or not), there are some essential personal financial issues to consider.” Continue reading
Posted May 24, 2019 at Orange County Estate Planning
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Millions of Americans with disabilities and their families depend on public benefits to help provide income, health care, food and housing assistance. Eligibility for assistance through Supplemental Security Income, SNAP and Medicaid is based upon a resource test, so disabled individuals seeking benefits are typically limited to no more than... Continue reading
Posted May 23, 2019 at Orange County Estate Planning
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“Sunday will mark the third anniversary of Prince’s death from an opioid overdose at the age of 57. However, the ‘Purple Rain’ singer’s estate remains as unsettled as it was the day he died in his Paisley Park mansion outside Minneapolis.” Continue reading
Posted May 22, 2019 at Orange County Estate Planning
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“Estate administration in the digital age requires having a strategy to share passwords to your computer, email and online accounts. Without that, things quickly get complicated.” Continue reading
Posted May 21, 2019 at Orange County Estate Planning
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“You probably give to others each year, such as for birthdays and Christmas gifts. Gifting can be done for other reasons, including during life or as bequests at death. The reasons for doing so could be to accomplish nontax or tax goals.” Continue reading
Posted May 20, 2019 at Orange County Estate Planning
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“Let’s talk about death. Specifically–have you planned what will happen after yours?” Continue reading
Posted May 17, 2019 at Orange County Estate Planning
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“There are many ways that married couples or those in a civil union can hold title to a home, including joint tenancy with rights of survivorship.” Continue reading
Posted May 16, 2019 at Orange County Estate Planning
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“Today’s retirees are almost six times more likely to define success by their generosity (85 percent) than by their wealth (15 percent).” Continue reading
Posted May 15, 2019 at Orange County Estate Planning
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“The executor is responsible for finding a buyer and doing all that is necessary to get the best price possible.” Continue reading
Posted May 14, 2019 at Orange County Estate Planning
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“Most people are aware that an accident can happen, although they rarely think it will happen to them.” Continue reading
Posted May 13, 2019 at Orange County Estate Planning
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“People who bother about estate planning, often have a tendency to collect interesting and often valuable items, from art and antiques, watches to jewelry, to firearms and baseball cards to numismatic or bullion coins.” Continue reading
Posted May 10, 2019 at Orange County Estate Planning
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“Middle-income earners are more focused on planning their funerals than arranging for long-term care, a new study found.” Continue reading
Posted May 6, 2019 at Orange County Estate Planning
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“You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.” Continue reading
Posted May 3, 2019 at Orange County Estate Planning
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“I want to name a new executor. Who could I name as a backup?” Continue reading
Posted May 1, 2019 at Orange County Estate Planning
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“Credit cards, a car loan, a mortgage—whatever debt you’re carrying around, doesn’t just disappear when you die.” Continue reading
Posted Apr 30, 2019 at Orange County Estate Planning
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“Estate planning for a child with special needs can be challenging.” Continue reading
Posted Apr 29, 2019 at Orange County Estate Planning
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“Most of us would like to be remembered for who we were, not what we had. If you have any assets that you’ve accumulated during your lifetime that you plan to leave behind, it’s on you to figure out who gets what.” Continue reading
Posted Apr 26, 2019 at Orange County Estate Planning
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“A new law requiring credit bureaus to offer you free freezes applies to children, too. It’s easier than you’d expect, but you may still have questions. Here are some answers.” Continue reading
Posted Apr 25, 2019 at Orange County Estate Planning