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

What You Need to Know Before Writing a Living Trust

By : | Category : living trust, living trust attorney orange county, Living Trusts | Comments Off on What You Need to Know Before Writing a Living Trust

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

12th May 2015

Trusts avoid probate, thus bypassing the court and often resulting in shorter periods of administration. Trusts often are significantly less expensive to administer than probate estates. Trusts provide for management of your assets during lifetime if you become incapacitated.  This … more

The Importance of Establishing a Living Trust

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24th Feb 2015

A written trust is a written legal document that partially substitutes for a will. A living trust takes into account all of your assets, including your home, stocks, bank accounts, and vehicles in some cases. These assets are documented in … more

22nd Apr 2014

It is easy to be careless with funds that one receives from an inheritance.  Sometimes this money isn’t even known until the reading of the will.  As a living trust attorney in Orange County, I help people decide the best … more

27th Mar 2014

An Estate Planning Firm in Orange County – Why You Should Get Educated About Estate Planning

A Living Trust Attorney Explains How to Plan For Assets Outside of California

By : | Category : Assets, california estate planning, Estate Planning, estate planning lawyer, living trust attorney orange county | Comments Off on A Living Trust Attorney Explains How to Plan For Assets Outside of California

15th Jan 2014

The main reason most people undertake estate planning is to have an orderly and seamless transfer of assets and property to their designated beneficiaries when they die.  You can achieve this with a validly executed will or living trust, but … more

30th Oct 2013

Wills or living trusts?  What is the better estate planning document?  If you ask me, as a living trust attorney from Orange County, both documents have their benefits.  Living trusts have become popular nowadays because of the ease in which … more