13th Jun 2017

When it comes time to plan for your future, you need to decide if you and your loved ones would benefit more from a living trust or a will. A lot of people opt for both, as they both have … more

How Do You Benefit From Incorporating a Revocable Living Trust Into Your Estate Plan?

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2nd May 2017

A Revocable Living Trust, or inter vivos trust, is another name for a living trust. It essentially is a legal document created by the trust maker in order to determine who will take possession and control of their assets after … more

What You Need to Know Before Writing a Living Trust

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29th Mar 2017

One of things you should think about when it comes to estate planning is the need for a living trust. However, you need to understand the key differences between a standard will and a living trust. A living trust is … more

27th Feb 2017

Blended families are becoming more and more common as many people have been married more than one time. Estate planning for the children of one marriage can be stressful enough, but planning for second or subsequent marriages, can be quite … more

Why a Will is Not Enough

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14th Feb 2017

Nobody wants to think about their death. However, since there is a 100% chance that we will one day leave this world, we must make provisions for those we leave behind. Most people draft a will and think that will … more

The Roles Life Insurance and Retirement Account Beneficiary Designations Play in Your State Plan

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2nd Feb 2017

Ensuring that all your designated beneficiary details information is complete and accurate is one of the most commonly overlooked details of a comparative estate plan. It is critical that this improvement is as accurate and up-to-date as possible as this … more

24th Jan 2017

One of the best pieces of news in recent years is the federal tax exemption of $5.34 million per person and indexed to inflation made permanent. This means, for 2014, as much as $5.34 million of a person’s estate will … more

How to Make a Wise Decision when Appointing Trustees and Beneficiaries

By : | Category : Beneficiaries, benefits, california estate planning attorney orange county, Trustee Powers, Trustees | Comments Off on How to Make a Wise Decision when Appointing Trustees and Beneficiaries

One of the most important decisions you will ever make in your lifetime is whom to appoint as the trustee or beneficiary of your estate in the event of your death. Once you have filed your Final Will and Testament … more

Why Prenuptial Agreements Are Important in Estate Planning

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21st Oct 2016

  While some might consider Prenups to be old fashioned or only for those with substantial amounts of wealth and property, the need for Prenuptial Agreement is actually becoming quite commonplace these days due to the increase in the divorce … more

21st Sep 2016

Estate planning by parents for a special-needs child presents unique challenges. Parents have to be aware of them and what their options are for managing them. Otherwise, they could find that they are making common errors which endanger the child’s … more