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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
When person dies there are many tasks to complete. One of the most important and confusing areas for the beneficiaries is taxes. Below is a summary of some taxes that may be applicable when a person dies. Income Taxes: Personal: Generally, when someone passes away, the final individual federal and... Continue reading
Posted yesterday at Orange County Estate Planning
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“A few simple steps now, will greatly ease many of the transitions you are likely to face in the coming years.” Continue reading
Posted 2 days ago at Orange County Estate Planning
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“Not everyone is cut out to make key decisions when a loved one can't.” Continue reading
Posted 2 days ago at Orange County Estate Planning
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“For the second consecutive year, family conflict was identified as the leading threat to estate planning.” Continue reading
Posted 3 days ago at Orange County Estate Planning
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“This is a sad reminder that families who don’t agree on end-of-life measures can cause friction and additional grief, at a time when unity should be a primary concern.” Continue reading
Posted 6 days ago at Orange County Estate Planning
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“’Elder orphans’ is a new term coined to describe 22 percent of Americans over the age of 65 who lack someone, like a family member to take care of them.” Continue reading
Posted 7 days ago at Orange County Estate Planning
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“There are many types of taxes to consider in connection with an estate: estate tax, inheritance tax and income tax.” Continue reading
Posted Apr 17, 2019 at Orange County Estate Planning
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“Financial planning is an ongoing process that examines your goals, situation and finances, in order to determine if and how these goals can be met. It’s not a product-centric process, but often we use financial products like mutual funds, annuities and/or life insurance to achieve goals in the most efficient manner.” Continue reading
Posted Apr 16, 2019 at Orange County Estate Planning
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“The Last Will and Testament plays an essential role in estate planning and without question everybody should have one.” Continue reading
Posted Apr 15, 2019 at Orange County Estate Planning
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“Life insurance is intended to protect your loved ones. However, there is a lot to think about. Here are some tips and questions to ask, as you assess your insurance situation.” Continue reading
Posted Apr 12, 2019 at Orange County Estate Planning
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Many of us are natural-born procrastinators, especially with financial matters. For instance, it's not unusual to delay until the last minute to file a tax return, but Motley Fool gives us a few money moves Americans tend to delay—and reasons why you shouldn't wait any longer in the article “3... Continue reading
Posted Apr 1, 2019 at Orange County Estate Planning
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“As life happens and things change—and as you pass big milestones like getting married, having children or retiring—your estate plan and will should change too.” Continue reading
Posted Mar 29, 2019 at Orange County Estate Planning
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“The perception is that trusts are for the very wealthy and that they cost a ton of money to set up. The reality is a trust can be a fantastic tool for the average person or couple, because it simplifies things in the event of your death.” Continue reading
Posted Mar 28, 2019 at Orange County Estate Planning
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“Legal experts say estate planning doesn't have to be complicated or costly.” Continue reading
Posted Mar 27, 2019 at Orange County Estate Planning
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“What is the importance of estate planning and advance health care directives for cancer patients?” Continue reading
Posted Mar 26, 2019 at Orange County Estate Planning
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“Try to work things out with the executor, before you take the next steps in a dispute over an estate.” Continue reading
Posted Mar 25, 2019 at Orange County Estate Planning
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“When you marry in your 20s or 30s, you might not be thinking about getting a prenup, since your assets aren’t large and your life is pretty simple. However, if you’ll be entering a second marriage in your 50s or 60s, a prenup is something you may very well want to get.” Continue reading
Posted Mar 22, 2019 at Orange County Estate Planning
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“Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed. With proper planning, insurance money can pay expenses, such as the estate tax and keep other assets intact.” Continue reading
Posted Mar 21, 2019 at Orange County Estate Planning
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“If you have a lot of wealth, now is the time to take advantage of giving some of it away to loved ones, charity or anything else dear to you. If they inherit your estate, they get another benefit. Reason: The new tax law has given a big break to such top-dollar wealth transfers.” Continue reading
Posted Mar 20, 2019 at Orange County Estate Planning
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“The Tax Cuts and Jobs Act signed into law in December 2017 could have a big impact, not only on estate tax planning but also on income taxes derived from unrealized estate tax consequences.” Continue reading
Posted Mar 19, 2019 at Orange County Estate Planning
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“Make a mistake when inheriting an IRA and you might face tax consequences. Make a mistake when inheriting a gun collection, and there's a chance you could face felony charges. Therefore, anyone who owns a gun, may want to consider adding a gun trust to their estate plan.” Continue reading
Posted Mar 18, 2019 at Orange County Estate Planning
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“In this article, we are going to give you the reasons why you should hire a lawyer for your estate plan.” Continue reading
Posted Mar 15, 2019 at Orange County Estate Planning
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“CUNA strongly supports efforts to help protect seniors from financial exploitation and to empower seniors to make responsible financial decisions, it wrote to the Senate Special Committee on Aging.” Continue reading
Posted Mar 14, 2019 at Orange County Estate Planning
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“The financial costs of caring for a loved one with special needs can be staggering.” Continue reading
Posted Mar 13, 2019 at Orange County Estate Planning
It is a complicated process. While I only practice in CA, my research shows that there are at least two states that allow a will to be notarized and do not require 2 witnesses. I have had wills presented to me numerous times where the will was notarized and not witnesses thus invalidating the will. We want to educate people to create legally binding estate planning documents and not have a false sense of security because they didn't understand the planning requirements.