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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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“For single parents with a minor child, the stakes are perhaps even higher.” Continue reading
Posted Aug 13, 2019 at Orange County Estate Planning
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“Sometimes people confuse the estate tax with an income tax, but it is not a tax on income. It is a transfer tax imposed on the wealthy at death.” Continue reading
Posted Aug 12, 2019 at Orange County Estate Planning
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“Claims of elderly financial abuse or exploitation quadrupled in four years, according to a report from the Consumer Financial Protection Bureau (CFPB)” Continue reading
Posted Aug 10, 2019 at Orange County Estate Planning
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“Anyone with a child with special needs understands the need to prepare for the future. A trust is always a good place to start and figuring out a savings goal for that trust is a key part to your planning.” Continue reading
Posted Aug 9, 2019 at Orange County Estate Planning
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You may hear commercials for companies that say they can get you released from a timeshare purchase and lease agreements. If your parent passes away intestate (without a will) and owned a timeshare, you may not want it. When a timeshare owner dies, the timeshare will usually be part of... Continue reading
Posted Aug 8, 2019 at Orange County Estate Planning
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“Estate law varies by state and you will want to make sure your will reflects your location and circumstances and will be upheld.” Continue reading
Posted Aug 7, 2019 at Orange County Estate Planning
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“Smart estate planning, therefore, includes addressing how to handle digital assets.” Continue reading
Posted Aug 6, 2019 at Orange County Estate Planning
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Investopedia published an article that asks “Capital Gains vs. Dividend Income: What's the Difference?” The article looks at the differences between capital gains and dividend income, and their tax implications. Capital is the initial sum invested. A capital gain is a profit you get when an investment is sold for... Continue reading
Posted Aug 5, 2019 at Orange County Estate Planning
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“It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage.” Continue reading
Posted Aug 3, 2019 at Orange County Estate Planning
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“What happens if I die before my car lease is up? Does my wife have to keep paying the lease? The salesman said the dealer would take the car back and no more payments would be owed, but it’s not in the paperwork.” Continue reading
Posted Aug 2, 2019 at Orange County Estate Planning
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“Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they do it? If you don’t have a durable power of attorney, others, including your spouse, may not be able to conduct all your financial affairs on your behalf.” Continue reading
Posted Aug 1, 2019 at Orange County Estate Planning
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“A trust can be a vital component in an estate plan.” Continue reading
Posted Jul 31, 2019 at Orange County Estate Planning
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“When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.” Continue reading
Posted Jul 30, 2019 at Orange County Estate Planning
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“You have just completed what may very well be one of the most important documents for you and your family. Time passes, years go by, your will is safe and sound – but is it still up-to-date?” Continue reading
Posted Jul 29, 2019 at Orange County Estate Planning
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“You’ve invested in a 401(k), made contributions for decades and finally are ready to withdraw–or take distributions, in retirement-plan speak. However, you now have to pay taxes on what you take out, effectively reducing your nest egg. What to do? Here are several ways to minimize taxes on withdrawals.” Continue reading
Posted Jul 27, 2019 at Orange County Estate Planning
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“The more you read the trust, the more familiar you will become with the key provisions.” Continue reading
Posted Jul 26, 2019 at Orange County Estate Planning
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“If you’re a father, there’s a good chance you help manage your household's finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay? Continue reading
Posted Jul 25, 2019 at Orange County Estate Planning
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“From wills to life insurance, no one wants to discuss a financial plan with their aging parents.” Continue reading
Posted Jul 24, 2019 at Orange County Estate Planning
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“No one marries with the intention of getting divorced, but about half of all marriages in the U.S. will end in divorce. Divorce and second marriages can complicate the process of estate planning and present a number of challenges.” Continue reading
Posted Jul 23, 2019 at Orange County Estate Planning
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“Getting older often represents new opportunities, such as enjoying retirement and spending time with grandchildren. However, aging also means that individuals are at a higher risk for health-related struggles, such as Alzheimer’s disease.” Continue reading
Posted Jul 22, 2019 at Orange County Estate Planning
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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