5th Nov 2013

One estate panning mechanism that people use to avoid probate is the creation of a Trust.  With this mechanism, the property, assets and cash resources of the estate owned (known as the Trustor) are transferred and titled in the name … more

How Much do Attorneys Charge to Help You with Your Estate Planning Documents?

By : | Category : Attorney, Estate Planning, estate planning documents, Law, Lawyer | Comments Off on How Much do Attorneys Charge to Help You with Your Estate Planning Documents?

14th Aug 2013

Lawyers have two ways of charging clients to do their estate planning.  They can charge a flat-rate or by the hour. For lawyers who charge a flat rate, the standard minimum flat rate may range from $800 to $1,800.  Note … more

20th Jun 2013

A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the funds will generally not be subject to probate. The payable … more

15th May 2013

The trustee of a special needs trust has a complex job, which requires the trustee to understand the law and rules of government benefits, as well having the duty to invest funds appropriately.  Add the taxation requirements to prepare and … more

A Will which is not updated can also be Troublesome, Warns an Probate Lawyer from Orange County

By : | Category : Law, Orange County, Probate | Comments Off on A Will which is not updated can also be Troublesome, Warns an Probate Lawyer from Orange County

31st Mar 2013

A will is a legal document intended to carry out your final wishes with regards to your estate after you pass away.  Even as such, the will that you initially executed is not a rock-hard document which cannot be changed … more

New Estate Tax Laws Heading Our Way in 2013

By : | Category : California, estate laws, estate planning laws, Law, Orange County | Comments Off on New Estate Tax Laws Heading Our Way in 2013

10th Dec 2012

There are changes to the estate tax code coming in 2013, therefore right now is the best time to take advantage of some of the most advantageous estate tax benefits that exist now which may never exist again.   This blog … more

2nd Dec 2012

No.  As the creator of the trust, you have 2 powers that give you ultimate control over the Living Trust:  The power to amend the trust, and the power to revoke the trust.  Also, during your lifetime, as long you … more

The Basics of California Estate Planning

By : | Category : california estate planning, Estate Planning, Law, law firm, Lawyer | Comments Off on The Basics of California Estate Planning

30th Nov 2012

Creating a proper estate plan is an essential action for residents of California who own any sort of assets. Some basic strategies include executing a last will and testament; establishing a health care directive; and designating power of attorney rights. … more

The Benefits of Having an Attorney when Undergoing Probate

By : | Category : Attorney, Law, law firm, Lawyer, Probate | Comments Off on The Benefits of Having an Attorney when Undergoing Probate

6th Aug 2012

When you are sick, the first thing you do is try home remedies.  But when your illness persists, trying to be your own doctor is not a good idea.  Go see a doctor.  The same goes with legal matters.  On … more

16th Jan 2012

Understanding that Estate Planning is more than just trusts and wills, but is a comprehensive process that may include financial, medical, business, and incapacity planning is basic to anyone interested in forming an estate plan. This video from CaliforniaFamilyTrusts.com and … more