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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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“What influences the decision to leave money for the next generation? You'd be surprised.” Continue reading
Posted yesterday at Orange County Estate Planning
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Planning your personal legacy can be a stressful process. People frequently delay creating a will or estate plan, because they want to avoid making tough decisions or having stressful conversations with families. The idea of dying, finances and divvying up possessions can create conflict and stress. However, it doesn't have... Continue reading
Posted Oct 25, 2018 at Orange County Estate Planning
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“U.S. citizens living in Canada are still subject to U.S. tax law and must report their worldwide income to the Internal Revenue Service (IRS), as well as the Canada Revenue Agency (CRA). If you’re an American living in Canada, beware: the IRS is watching you.” Continue reading
Posted Oct 22, 2018 at Orange County Estate Planning
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“According to Radar Online, Pitt has set up a $250 million trust for his children and Jolie will not get a dime.” Continue reading
Posted Oct 20, 2018 at Orange County Estate Planning
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“You have rights, if you believe an executor or trustee is not acting in the best interests of the beneficiaries.” Continue reading
Posted Oct 19, 2018 at Orange County Estate Planning
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“Life insurance can be tricky to figure out, with all its technicalities and rules.” Continue reading
Posted Oct 18, 2018 at Orange County Estate Planning
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“I have read about the progression of dementia. I have talked about it and I have observed it in other families. My purpose today to emphasize to you that living through it is a whole other ballgame. Continue reading
Posted Oct 17, 2018 at Orange County Estate Planning
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“Without a will, a deceased person’s loved ones are left to wonder about their intentions, their emotions and their connections.” Continue reading
Posted Oct 16, 2018 at Orange County Estate Planning
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“An important part of caring for your aging parents is understanding their situation and knowing what they want. If you don’t know, then it is up to you to figure it out.” Continue reading
Posted Oct 15, 2018 at Orange County Estate Planning
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“What happens after you leave this world and pass on into the next one, whatever that may be? That depends on you! I’m not talking about what happens to your remains or whether or not there is an afterlife. I’m talking about what happens right here on earth after you depart.” Continue reading
Posted Oct 8, 2018 at Orange County Estate Planning
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“Of course, you know you should have a will. Then why do so many people procrastinate on getting a will?” Continue reading
Posted Oct 5, 2018 at Orange County Estate Planning
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Forbes’ recent article, “Trusts In The Age Of Trump: Time To Re-Engineer Your Estate Plan,” explains that the law allows $11,180,000 per person to be passed to children or other non-charitable heirs, free of federal gift or estate tax. With aggressive techniques, a couple could use their combined $22.360 million... Continue reading
Posted Oct 3, 2018 at Orange County Estate Planning
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Negotiating a divorce settlement can be a real chore. In addition, with a contentious, financially-complex divorce, the process can take months or even years. Forbes recently published an article, “A Checklist To Help You Manage Post-Divorce Finances.” According to the article, many women are disappointed to learn that all their... Continue reading
Posted Oct 2, 2018 at Orange County Estate Planning
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There are very few things as important as estate planning. If you don’t handle your business while you’re still alive, the consequences can be drastic for your heirs and loved ones. According to a recent Newsday article, “Make sure your estate plan keeps up with life changes, experts say,” estate... Continue reading
Posted Oct 1, 2018 at Orange County Estate Planning
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Recent research explores how estate and inheritance taxes (or wealth transfer taxes) impact entrepreneurs and would-be entrepreneurs. Efforts to repeal the “death tax”—or to slash the number of taxpayers subject to the estate tax, as recent federal legislation just did—may worry hard-working entrepreneurs concerned about losing their life’s work to... Continue reading
Posted Sep 30, 2018 at Orange County Estate Planning
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The new tax law will greatly decreases the number of people who will be subject to the federal estate tax. This does not mean you don’t need an estate plan. In fact, you need to review your plan now. Forbes’ article, “7 Reasons To Revisit Your Estate Plan, Trump Tax... Continue reading
Posted Sep 29, 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 Sep 28, 2018 at Orange County Estate Planning
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“Everyone needs a will, but, increasingly, estate planners say people could benefit from setting up a trust, while they are alive.” Continue reading
Posted Sep 27, 2018 at Orange County Estate Planning
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What is Probate? Probate is the process of transferring assets owned by a decedent to his beneficiaries or heirs. In California, if your assets do not pass automatically, such as by a beneficiary designation on a life insurance policy, and the total value of those assets exceeds $150,000, your estate... Continue reading
Posted Sep 26, 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 Sep 25, 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 Sep 24, 2018 at Orange County Estate Planning
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“It seems fair to say, 11 years after James Brown’s death, that his estate planning has failed in its major mission: to distribute his wealth efficiently.” Continue reading
Posted Sep 23, 2018 at Orange County Estate Planning
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You may have a traditional estate plan that includes a last will and testament, powers of attorney, a health care directive, and perhaps a revocable living trust. You may even have an irrevocable life insurance trust that owns your life insurance policies to avoid potential estate taxes and to protect... Continue reading
Posted Sep 22, 2018 at Orange County Estate Planning
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“There is a lot to consider to make sure the business you spent your resources building, can survive with new management.” Continue reading
Posted Sep 21, 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.” 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 Sep 14, 2018 at Orange County Estate Planning