Estate Taxes and Simple Ways to Minimize Them

By : | Category : Estate planning in Orange County, estate planning lawyer, estate plans, Estate Taxes | Comments Off on Estate Taxes and Simple Ways to Minimize Them

13th Aug 2018

Since 1982, California State abolished estate taxes. However, you still need to make provision for the future in terms of keeping taxes down, should the state decide to re-implement these laws. It is important to note that you should be … more

Testamentary vs Contractual Capacity in Estate Planning

By : | Category : Uncategorized | Comments Off on Testamentary vs Contractual Capacity in Estate Planning

26th Jun 2018

It is important to know that estate planning requires of the individual to be of “sound mind” for the document to be legal. This means that the person should understand fully what the content of the estate planning involves as … more

Why Use An Attorney To Set Up A Family Trust?

By : | Category : california living trust attorney | Comments Off on Why Use An Attorney To Set Up A Family Trust?

11th Apr 2018

Is there a reason why I should use an Attorney to set up a Family Trust? The Answer is very straightforward: FOR EXPERT LEGAL ADVICE. Blank trust forms are available easily.  All you need do, is to fill in the … more

16th Feb 2018

Divorce is one of the most difficult things people go through, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, such as retirement accounts, can be difficult to divide, … more

12th Dec 2017

Without a doubt, one of the toughest things to do in life is planning for your estate. It can be a bit depressing having to focus on the end phases of your life, but in reality, it is one of … more

Single? Why Estate Planning is Still Essential

By : | Category : Estate Planning, estate planning attorney, estate planning attorney orange county | Comments Off on Single? Why Estate Planning is Still Essential

9th Nov 2017

Estate planning is just a important for single person as it as a married person or someone with dependants. However, there are different criteria and aspects to be taken into consideration for those who are single. In the following article, … more

5th Oct 2017

Now that same sex marriage is legal in the US, same sex couples are supposed to have the same rights when it comes to estate planning as heterosexual couples. This includes matters such as writing a last will and testament … more

Why Digital Assets Need to Be A Part of Your Estate Plan

By : | Category : digital estate planning | Comments Off on Why Digital Assets Need to Be A Part of Your Estate Plan

1st Sep 2017

When it comes to digital assets, in the modern era, there are all sorts of assets that have to be kept in mind. Otherwise, you’re going to see very quickly that these are assets that are going to get into … more

Create Your Estate Planning Checklist: 10 Helpful Tips

By : | Category : estate plan, Estate Planning, estate planning attorney, Uncategorized | Comments Off on Create Your Estate Planning Checklist: 10 Helpful Tips

1st Aug 2017

Estate planning can seem like a daunting task. Not only do you have to make plans to protect your family after your death, but you also need to ensure that all the proper paperwork and documentation are in place. This … more

The Level of Control You Want to Maintain Over Your Assets is What Drives The Need For a Trust

By : | Category : Assets, Trustees, Trusts | Comments Off on The Level of Control You Want to Maintain Over Your Assets is What Drives The Need For a Trust

30th Jun 2017

When people start thinking about estate planning, they essentially think of what will happen to their assets and loved ones at the time of their death. As such, the majority of people will compose a last will and testament and … more