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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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“While advanced estate plans can be very in-depth, there is a way to simplify one’s estate planning process.” Continue reading
Posted 2 hours ago at Orange County Estate Planning
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U.S. News & World Report’s article, “What 50-Year-Olds Should Have Already Done to Prep for Retirement,” explains that some people in their 50s and 60s don’t have the savings or the income to retire. As a result, they’ll need to keep working or reduce their expectations about their retirement lifestyle.... Continue reading
Posted yesterday at Orange County Estate Planning
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“Imagine your doctor telling you have Alzheimer’s disease or some other type of dementia. Then, imagine being told, ‘I’m sorry, there’s nothing we can do. You might want to start getting your affairs in order.’” Continue reading
Posted 2 days ago at Orange County Estate Planning
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“Three-quarters of Americans will need long-term care, but few are prepared for it, according to a new study.” Continue reading
Posted 3 days ago at Orange County Estate Planning
“Stan Lee, the co-creator of superheroes including Captain America and Spider-Man, left this universe with a long list of unfortunate events, and not even the Avengers can help with this one.” Continue reading
Posted 4 days ago at Orange County Estate Planning
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“The new tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption.” Continue reading
Posted 5 days ago at Orange County Estate Planning
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“Rich people aren’t the only ones who need a will. Without this legal document, your state’s laws will govern how your assets are distributed.” Continue reading
Posted 6 days ago at Orange County Estate Planning
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Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves and our families at risk of getting stuck in the... Continue reading
Posted 7 days ago at Orange County Estate Planning
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“A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as your "attorney-in-fact," which gives that person the authority to act on your behalf in legal matters, should you not have the capacity to do so. A power of attorney can be drafted in several forms.” Continue reading
Posted 7 days ago at Orange County Estate Planning
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“A college education is expensive, but for families with children with special needs, the costs could easily double.” Continue reading
Posted 7 days ago at Orange County Estate Planning
Posted Dec 3, 2018 at Orange County Estate Planning
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“What’s the difference between property tax base and cost basis? When inheriting a home, understanding this is critical.” Continue reading
Posted Dec 2, 2018 at Orange County Estate Planning
Posted Dec 1, 2018 at Orange County Estate Planning
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“A new survey conducted by LifeWay Research for the Southern Baptist Foundation found more than half of Southern Baptist pastors, overall, do not have a will, trust, living will, electronic will, legacy story or durable power of attorney with health care directives.” Continue reading
Posted Nov 30, 2018 at Orange County Estate Planning
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“According to a caring.com survey, only 42 percent of U.S. adults have estate planning documents, including a will.” Continue reading
Posted Nov 29, 2018 at Orange County Estate Planning
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Most people would love to live to be 100… provided they get to keep a good quality of life. However, with an aging population—including many Baby Boomers—and with genetic testing becoming more available, these people are facing the tough reality about what their elder years might look like. For some... Continue reading
Posted Nov 28, 2018 at Orange County Estate Planning
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“A corporate trustee should take the time to conduct an in-depth analysis to fully understand your short-term and long-term goals, your current situation and foreseeable liquidity needs and your risk tolerance.” Continue reading
Posted Nov 27, 2018 at Orange County Estate Planning
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“How to tell if an executor is managing responsibilities fairly.” Continue reading
Posted Nov 25, 2018 at Orange County Estate Planning
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“A new surcharge tier will kick in for 2019 for people with the highest incomes.” Continue reading
Posted Nov 24, 2018 at Orange County Estate Planning
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Passing on wealth may seem intuitive, but there may be more to legacy decision-making than you’d think. America is about to see a massive transfer of wealth from baby boomers, who’ve stockpiled an estimated $30 trillion. The “Me Generation” will probably spend some of its fortune, but there will be... Continue reading
Posted Nov 23, 2018 at Orange County Estate Planning
“Without these important documents, your heirs could overlook financial accounts or miss out on life insurance benefits.” Continue reading
Posted Nov 21, 2018 at Orange County Estate Planning
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"Trusts can be very powerful tools to transfer and protect family wealth for future generations…” Continue reading
Posted Nov 20, 2018 at Orange County Estate Planning
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“After tough years building their businesses, most business owners take great pride in what they've created. Some owners are so proud and dedicated to their businesses that they don't wish to retire. Instead, they intend to continue leading the business they love, until their dying day.” Continue reading
Posted Nov 19, 2018 at Orange County Estate Planning
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“Most people are aware that taxes are owed on estate transference, but people tend to be foggy on the details, until it’s too late to do anything about it.” Continue reading
Posted Nov 18, 2018 at Orange County Estate Planning