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

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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