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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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“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 12 hours ago 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 yesterday 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
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“If you’re nearing the big 6-0, don’t fret too much about getting old. After all, 60 is the new 40, right? There are many 50-and 60-year-olds who are in prime health and feel like they are just hitting their stride. Not to mention the often-forgotten benefits of getting older, like discounts at McDonald’s, Denny’s, Chick-fil-A and KFC.” Continue reading
Posted Sep 17, 2019 at Orange County Estate Planning
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“I received a joint ownership of my father’s house about 10 years ago with my sister. She always lived there. I share no expenses and she and my dad pay all the bills. We plan to sell the home after our father passes. Can I give her my half, so we don’t face taxes?” Continue reading
Posted Sep 16, 2019 at Orange County Estate Planning
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“The SECURE Act (Setting Every Community Up for Retirement Enhancement, H.R. 1994) is still working through the Senate, after passing the House in May.” Continue reading
Posted Sep 15, 2019 at Orange County Estate Planning
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“When you set up an IRA with a brokerage, you’ll usually be asked to designate a beneficiary. This is where you would enter the trust as your beneficiary, should that be the option you choose.” Continue reading
Posted Sep 14, 2019 at Orange County Estate Planning
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“Let’s face it: mortality is hard to think about and death is impossible to plan for. What is doable, however, is getting affairs and assets in order to prevent loved ones from inheriting a headache and legal fees in the event of an incident.” Continue reading
Posted Sep 13, 2019 at Orange County Estate Planning
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“While it is an honor to be selected as an executor, executing a will takes more work than you might think.” Continue reading
Posted Sep 12, 2019 at Orange County Estate Planning
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“It’s something that everyone needs, but often overlooks—estate planning. When you die, you leave your worldly possessions behind. By planning in advance, you have the say as to who receives which assets. The people you care about, are more apt to receive your property.” Continue reading
Posted Sep 11, 2019 at Orange County Estate Planning
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“Community property states follow the rule that all assets acquired during the marriage are considered ‘community property.’” Continue reading
Posted Sep 10, 2019 at Orange County Estate Planning
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“When planning for the transfer of your wealth, the options available to you and your family can at times feel overwhelming. How do you choose the solution that best fits your circumstances and your family’s needs?” Continue reading
Posted Sep 9, 2019 at Orange County Estate Planning
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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 Sep 8, 2019 at Orange County Estate Planning
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“If you run the odds on any procedure you perform, drug you prescribe, or diagnosis you make, there will be a statistically predictable number of bad outcomes and consequently, a malpractice suit. This has nothing to do with the doctor personally and everything to do with imperfect nature of medicine.” Continue reading
Posted Sep 7, 2019 at Orange County Estate Planning
“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 Sep 6, 2019 at Orange County Estate Planning
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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