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
Survey Reveals Importance of Family Estate Planning Conversations
A new study reveals major concern for potential family conflict after the death of a loved one. View here for more from an Anaheim trust attorney.
Taking Your IRA Benefits in a Lump Sum Versus Remainder of Life Expectancy.
Choosing a lump sum versus remainder of life expectancy by making your trust beneficiary of your IRA, you can help provide for your family for generations.
Supreme Court Ruling Means Equal Tax Benefits for Same-sex Couples
Married couples will now be able to access equal tax benefits for Same-sex Couples. Read more here to learn about how these changes affect estate plans.
Supreme Court to Rule on Constitutionality of California’s Proposition 8
By the end of June, the Supreme Court will rule on California’s Proposition 8. View here for more from an Orange County estate planning attorney.
Four Crucial Reasons to Create an Estate Plan Before a Surgery
The peace of mind that comes with knowing you have a Plan Before a Surgery and your affairs are in order.For more info read here.
How can I incorporate leaving property to stepchildren into creating my estate plan?
it is very important to create an estate plan that leaves clear instructions on your wishes especially regarding stepchildren.
Study Shows Need for Digital Executor in a California Estate Plan
A new report shows the value of digital assets while pointing to the importance of naming a digital executor. View here for more from an Anaheim trust attorney.
What happens if my successor trustee does not want to do the job?
When creating an estate plan, name a backup to your successor trustee you want to do the job if possible. Sometimes your first choice may not be available,
Springing Vs. Durable Powers of Attorney: Five Reasons to Think Twice
When creating an estate plan involving powers of attorney, many will consider springing vs. durable powers. Learn more about these two powers here.
Creating an Ideal Chain of Command for Your Living Trust
Choosing a successor trustee for a living trust is a good first step. Creating an ideal Chain of Command for Your Living Trust,is the next step