I Need to Make a Will or Trust
Orange County Living Trust Lawyers Deliver Personalized Plans
Talking about death makes many Americans uncomfortable. We don’t like to think about our own mortality. So, what do we do? We ignore the subject and hope that it will go away.
Of course, it doesn’t go away, though. Nothing is as sure as the fact that we will all die. And some of us will die unexpectedly, in unforeseen ways.
- If you have a heart attack tomorrow, would your family know whether you want to be resuscitated?
- If you got hurt in a serious car accident tomorrow, could your spouse afford to stay in the family’s home?
- If you died tomorrow, could your adult children divide up your property without arguing?
- If you and your spouse died tomorrow, do you know who would raise your young child?
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Our Orange estate planning attorneys approach estate planning from a personal angle
Of course, we understand the technical details in creating wills, trusts, and related documents. In fact, we’ve even prepared some educational resources about wills and trusts. If you would like to receive a FREE copy of our pamphlet, “The Ten Things You Must Know Before Creating (or Amending) Your Will or Trust” or a FREE copy of our DVD, “Understanding the Revocable Living Trust: In Language that Anyone Can Understand in 8 Minutes,” let us know.
Other attorneys understand the technical aspects of estate planning, too. What sets us apart, however, isn’t our legal knowledge. It’s our people skills.
Our law firm would be nothing without our clients. We never forget that. We also recognize that we help people navigate tricky situations and deal with uncomfortable topics. When we help our clients get their affairs in order, we make sure that we:
- Listen to our clients. How else could we create estate plans that reflect our clients’ unique needs and objectives?
- Educate our clients. We empower our clients by giving them the information and resources they need to make meaningful decisions.
- Treat our clients with respect. Most of our clients have worked hard all their lives. They deserve the peace of mind that comes with knowing that their affairs are in order.
We create comprehensive estate plans: wills, trusts, advance medical directives, and more
Some people may scoff at the idea of an “estate plan.” They may believe their assets do not warrant an estate plan.
In reality, there’s no monetary threshold for creating a living trust or drafting a will. People create living trusts and wills to protect their families and their assets, without regard to the size of their bank accounts. Creating a living trust and a will is the best way to protect your loved ones and to ensure that your wishes will be carried out if you become incapacitated or die unexpectedly.
We create comprehensive plans that address all of a client’s requirements. Our estate plans are personally tailored to each client’s needs and take into consideration tax implications, family relationships, governmental involvement, health care concerns, and more.
Please contact our Orange estate planning attorneys for your estate planning needs
If you would like our Orange, California estate planning attorneys to discuss the estate planning process with you, contact us. You may reach us by calling (714) 282-7488 or by filling out an online contact form.
We draft wills and living trusts for people residing in Anaheim, Orange, City of Villa Park, Yorba Linda, Fullerton, Huntington Beach, Placentia, Santa Ana, Irvine, Garden Grove, and La Habra.
Helpful Articles about Creating a Will or Trust
Should I consider making a charity beneficiary of my retirement account?
Changing your beneficiary to name a charity beneficiary, you may minimize the tax burden on your estate and on the beneficiaries.
Don’t Forget to Make Plans for Your Stocks When Creating an Estate Plan
A transfer on death beneficiary is a named individual that receives your stocks after you die without requiring probate administration.
Three Vital Reasons Why You Need a Pour Over Will in Anaheim
An important part of an estate plan that includes a living trust is to incorporate a pour over will. View here for more information.
While divorce is pending, spouses are limited when it comes to an estate plan modification. The following are three such restricted actions.
you may think that it is important to immediately modify your estate plan,but this should be entered into cautiously while the divorce is pending.
Who Needs to Know That You Are Creating an Estate Plan—and Who Doesn’t
You are being a responsible adult and creating an estate plan so who needs to know your rules to follow if you become unable to make decisions for yourself or if you die.
Which estate plan modifications am I allowed to make while I am waiting for my divorce to be finalized?
If you are in the process of waiting for my divorce to be finalized, it is very important to think about updating your estate plan.
Thinking About a Custodian Provision? Consider These Questions
When creating an estate plan, you may wish to name young children as your beneficiaries. Learn more about using a custodian provision in your will.
The IRA”Problem”
The IRA Problem Orange County Estate Planning Attorney James F. Roberts
Understanding Living Wills and Why You Need Them
When creating your estate plan, it is important to have a understanding living wills.For more information read here or call our office.
Estate Planning Isn’t All About Money
As you set out to write your will and create your estate plan, you may read a lot of articles all about money. For more info read here.