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 Include a Pet Trust In My Trust?
Orange County Estate Planning Attorney James F. Roberts Discusses things to consider when creating and modifying your estate plan.
Should I put my real estate in a revocable trust when creating my estate plan?
An experienced estate planning lawyer can help you decide whether to hold real estate in a revocable trust is right for your unique estate plan.
Should I Put My Safe Deposit Box In My Trust?
We generally say you should have the safe deposit box in the name of the trust, so that the successor trustee can gain access to the box.
Should I use a corporate trustee if I am creating a common pot trust?
Why should you consider a corporate trustee if you are using a common pot trust? Here are several reasons why this is something to consider.
Sevens Reasons Why Successor Trustees Need Attorney Assistance
Why should an successor trustee consider hiring an attorney to help administer a trust? Learn more here about what you should consider.
Should I consider using a trust for my family business interests in my estate plan?
The following are examples of some of the benefits of using a trust for family business interests who are creating an estate plan
Seven Steps Before Making Discretionary Trust Distributions
It is common for a trust to grant some level of discretion to a trustee. Here is what you should know about discretionary trust distributions.
Seven Key Questions About Personal Property in a Living Trust
It is important to carefully consider the best manner in which to manage and distribute personal property within the living trust.
Selecting A Beneficiary If There is No Spouse.
Selecting an IRA beneficiary if there is no spouse can mean large tax consequences. Talk with one of our attorneys today to find out your options.
Selecting a guardian for your child if you pass away.
Orange County Estate Planning Attorney Shauna Anderson goes over some considerable factors when selecting a guardian for your children in case something happen