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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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“You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same thing with your beneficiary designations? If not, your wishes may not be carried out as you expect.” Continue reading
Posted yesterday at Orange County Estate Planning
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“Estate planning can be morbid, and no one wants to think about the end of life during the holiday season. However, that's all the more reason to start planning now. We'd like to change your perspective on estate planning and we ask you to think of it as more of a gift than an obligation.” Continue reading
Posted 3 days ago at Orange County Estate Planning
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“Estate planning can be morbid, and no one wants to think about the end of life during the holiday season. However, that's all the more reason to start planning now. We'd like to change your perspective on estate planning and we ask you to think of it as more of a gift than an obligation.” Continue reading
Posted 3 days ago at Orange County Estate Planning
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“Here are five things you should be doing for success, as you enter the retirement red zone.” Continue reading
Posted 4 days ago at Orange County Estate Planning
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“You may have an aging parent with a few memory problems. Your parent may seem to be slipping in a few areas of life but seems OK with everything else.” Continue reading
Posted 5 days ago at Orange County Estate Planning
“It is hard to comprehend how someone loses everything in an instant, but it could happen to anyone at any time.” Continue reading
Posted 6 days ago at Orange County Estate Planning
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“In estate planning, there are documents that are usable during your lifetime, documents that are only usable after death and documents that are usable both during your lifetime and after your death. People get them confused all the time.” Continue reading
Posted 7 days ago at Orange County Estate Planning
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“George H.W. Bush led an extraordinary, well-lived life during an exciting time in American history. In any discussion of his life and accomplishments, his late wife Barbara quickly comes to mind as well. Theirs is a well-documented and iconic love story.” Continue reading
Posted Feb 9, 2019 at Orange County Estate Planning
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“If your estate is worth less than $11.4 million and you depart this cruel orb in 2019, everything you own can be left to relatives and loved ones without any federal estate tax hit.” Continue reading
Posted Feb 8, 2019 at Orange County Estate Planning
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Discussing the next steps isn’t an easy conversation, but if you plan ahead it can be less painful for everyone involved, says KARE 11 in Minneapolis in the article, “Making the best care decisions for aging parents.” Many families find this out the hard way. When a parent requires immediate... Continue reading
Posted Feb 7, 2019 at Orange County Estate Planning
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“Once you're gone from this earth, the task of sorting out your estate plan can be a maddening puzzle that might even spawn a family feud and end up in court.” Continue reading
Posted Feb 6, 2019 at Orange County Estate Planning
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“We all know our days are numbered and there is nothing that we can do to prevent it.” Continue reading
Posted Feb 5, 2019 at Orange County Estate Planning
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“An inheritance or estate waiver releases an heir from the right to claim assets, in the event of another person's death. A legal document is drawn and signed by the heir that forgoes the legal rights of the items.” Continue reading
Posted Feb 5, 2019 at Orange County Estate Planning
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“No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.” Continue reading
Posted Feb 4, 2019 at Orange County Estate Planning
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How can you navigate towards a successful retirement? It’s simple, says Wealth Advisor in the recent article, “The Three Risks To Prepare For In Retirement.” The authors provide three risks you should protect against: Complacency. Don't let yourself fall victim to complacency risk. This involves feeling smug or uncritical satisfaction... Continue reading
Posted Feb 2, 2019 at Orange County Estate Planning
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“Young adults can often feel like they’re immortal, but nobody really knows how long they’ve got left, and that’s why estate planning is key at any age.” Continue reading
Posted Feb 1, 2019 at Orange County Estate Planning
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The executor of a person’s estate must take on the important responsibility of ensuring that the deceased person's last wishes are carried out, concerning the disposition of their property and possessions. There are times when investments and savings are part of that estate. An individual may have an a 401(k)... Continue reading
Posted Jan 31, 2019 at Orange County Estate Planning
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“You've just purchased or opened a small business and you know your trade. However, when it comes to bookkeeping – and more specifically, budgeting – your skill set is lacking. The good news is that it is possible to come up with a budget, or at least a good estimation of what will be needed in terms of dollars and cents fairly easily.” Continue reading
Posted Jan 30, 2019 at Orange County Estate Planning
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“After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets -- and yourself. There are many steps and documents that advisors will suggest you put into place immediately for your protection.” Continue reading
Posted Jan 29, 2019 at Orange County Estate Planning
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“A blind trust is a type of living trust in which neither the grantor nor the beneficiary has control over or knowledge of the assets in the trust or how they’re being managed. A third-party trustee, who can be an individual or an institution, has full control of the trust assets and does not communicate with the grantor or beneficiary about what is being bought and sold within the trust.” Continue reading
Posted Jan 28, 2019 at Orange County Estate Planning
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“Being left out of a will, is not a situation most people want to be in. However, sometimes when a will comes to light, its contents are unexpected. They can exclude those who assumed they would be included. If you are left out of a will, there are some time-sensitive steps you should take to at least clarify what has happened, and perhaps contest it.” Continue reading
Posted Dec 17, 2018 at Orange County Estate Planning
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T he passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over a silver tea service or a portrait of a... Continue reading
Posted Dec 16, 2018 at Orange County Estate Planning
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“Paul Allen’s last will and testament, made public Thursday, does not offer specifics on the late billionaire's assets, but rather points to a trust established decades ago.” Continue reading
Posted Dec 15, 2018 at Orange County Estate Planning
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“It's not only wealthy individuals who can benefit from starting a trust fund.” Continue reading
Posted Dec 14, 2018 at Orange County Estate Planning
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“Assets in 529 plans have grown significantly in recent years, due to their college planning potential. However, there’s another side to 529 plans that may appeal to you—potential estate planning benefits.” Continue reading
Posted Dec 13, 2018 at Orange County Estate Planning