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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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“Planning for your death can be an emotional experience, since it involves asking yourself questions that can make you uncomfortable…” Continue reading
Posted Nov 2, 2019 at Orange County Estate Planning
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“A probate lawyer can provide a variety of services to you, if you’re struggling to deal with matters related to your loved one’s estate.” Continue reading
Posted Nov 1, 2019 at Orange County Estate Planning
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“The durable power of attorney is one of the most effective and important planning tools for medical care and estate planning, since it enables a person (the principal) to delegate certain powers to another (the agent) by means of a written legal document.” Continue reading
Posted Oct 30, 2019 at Orange County Estate Planning
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“Nine in 10 baby boomers, who expect to be caregivers, say they are willing to make significant lifestyle changes in order to care for a family member or loved one, the Bankers Life Center for a Secure Retirement reported Thursday.” Continue reading
Posted Oct 28, 2019 at Orange County Estate Planning
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“The taxpayer who is setting up the CLAT at the heart of the new IRS letter ruling plans to create a revocable trust.” Continue reading
Posted Oct 27, 2019 at Orange County Estate Planning
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“The estimated average Social Security disability benefit amount for a disabled worker receiving Social Security Disability Insurance (SSDI) in January 2019 is $1,234 per month, but a beneficiary can receive either less than this or up to $2,861.” Continue reading
Posted Oct 26, 2019 at Orange County Estate Planning
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“Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?” Continue reading
Posted Oct 25, 2019 at Orange County Estate Planning
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“Almost 3 out of 4 consumers die in debt. Will your family members inherit your credit card debts?” Continue reading
Posted Oct 24, 2019 at Orange County Estate Planning
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“Why are so many older couples calling it quits and why are they waiting so long to take action?” Continue reading
Posted Oct 23, 2019 at Orange County Estate Planning
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“A key to retirement planning is anticipating how spending habits may change in later years. Housing costs, for example, may decrease if one downsizes, but other expenses may consume a larger share of retirement assets than planned.” Continue reading
Posted Oct 22, 2019 at Orange County Estate Planning
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“As a small business owner, you should be thinking about your succession plan. A succession plan—or exit plan—is the strategic transferring of management roles or ownership of the company to others, whether it be a family member, an employee or an outside party.” Continue reading
Posted Oct 21, 2019 at Orange County Estate Planning
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“The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.” Continue reading
Posted Oct 20, 2019 at Orange County Estate Planning
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“The father of my three children died with no will. We were divorced. He owns a house and was married in the Philippines about two years ago. However, his new wife has not been given entrance to the U.S. What happens to his estate?” Continue reading
Posted Oct 19, 2019 at Orange County Estate Planning
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“The court has the power to remove the temporary administrator, if the temporary administrator has failed to perform his or her duties.” Continue reading
Posted Oct 18, 2019 at Orange County Estate Planning
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“Two of the most widely used deeds in real estate are quitclaim deeds and warranty deeds. Keep reading to learn about these two types of deeds and how they work—and what’s at stake if you choose the wrong one.” Continue reading
Posted Oct 17, 2019 at Orange County Estate Planning
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“If you and your spouse are child-free, you may think you don't need to think about comprehensive estate planning—but you'd be wrong. You'll still want to ensure your assets go where you'd like them to after you're gone, rather than being divvied up by the state.” Continue reading
Posted Oct 16, 2019 at Orange County Estate Planning
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“Social Security survivor benefits for children are considered taxable income, only for the children who are entitled to receive them, even if the checks are made out to a parent or guardian.” Continue reading
Posted Oct 15, 2019 at Orange County Estate Planning
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“A power of attorney can be a powerful document. However, it is often overlooked in estate planning.” Continue reading
Posted Oct 14, 2019 at Orange County Estate Planning
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“A will is the legal document that dictates how your possessions will be distributed—and who will take care of the living creatures you're responsible for—when you're no longer around.” Continue reading
Posted Sep 24, 2019 at Orange County Estate Planning
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“Congratulations, you have finally signed your estate planning documents. Now, where do you keep them?” Continue reading
Posted Sep 23, 2019 at Orange County Estate Planning
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“If you have any other property—for example, personal property, a car, a tax or credit card refund that is coming to you and not designated as to be deposited into that account—without a will, such property will pass to your son by intestacy.” Continue reading
Posted Sep 22, 2019 at Orange County Estate Planning
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“Just because you are the proud owner of a revocable trust, doesn't mean that your estate planning is complete.” Continue reading
Posted Sep 21, 2019 at Orange County Estate Planning
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“Life insurance can offer income and saving options for the long term.” Continue reading
Posted Sep 20, 2019 at Orange County Estate Planning
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“Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without them. This can be a complex process for many families, especially when there are numerous relatives involved.” Continue reading
Posted Sep 19, 2019 at Orange County Estate Planning
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“Black Americans are 50% less likely to have a living will in place, in comparison to other groups.” Continue reading
Posted Sep 18, 2019 at Orange County Estate Planning