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

21st Jul 2016

Nobel Prize winner, Anatole France once said “Until one has loved an animal, a part of one’s soul remains unawakened.” Pets hold a special place in our hearts and in our souls. They not only act as companions, they become … more

21st Mar 2014

I often tell clients, that Estate Planning is a process.  It is simply the steps you would take to ensure that your property, your money, and your assets go to your family and loved ones in the event of your … more

3rd Dec 2013

One main objective of estate planning is tax planning.  Nowadays a popular way to reduce estate taxes is through gifting.  Many estate owners like using this tool because they get to see their beneficiaries benefit from their gifts.  As an … more

19th Nov 2013

Estate planning documents plan for one’s death.  It is unpleasant to think about, but everyone passes away, so an estate plan should be implemented no matter what.   There are some cases when an estate plan is taken into consideration when … more

16th Nov 2013

Gifting has become very popular in the past 3 years as an estate planning tool.  The panic leading up to the “fiscal cliff” caused by the uncertainty over Federal tax policy, in combination with generous gift rules in 2011 & … more

9th Aug 2013

Do Your Homework and You will have a Will that Follows Your Last Wishes, Advises an Estate Planning Lawyer from Orange County

By : | Category : estate planning lawyer orange county, estate plans, Trusts, Wills | Comments Off on Do Your Homework and You will have a Will that Follows Your Last Wishes, Advises an Estate Planning Lawyer from Orange County

26th Jun 2013

Nobody likes to think about dying.  Yet death is inevitable.  So it is important for a person to decide early on who will get what portions of his estate when the inevitable comes. One legal instrument to avail of is … more