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
Planning for the Funeral as Part of Orange County Estate Planning
Planning your funeral as part of your estate plan also helps take some of the emotional burden off your loved ones. Read more here.
What is portability?
For purposes of estate planning, portability means the movement of some or all of one spouse’s unused estate tax to his or her surviving spouse.
Create an Effective Orange County Estate Plan with Personal Property
As you create your estate plan, carefully consider the following points pertaining to personal property. Read here for more information.
Handling Personal Property in a Living Trust Administration
During a living trust administration focus is usually on real estate, the remainder of the property usually consists of personal property.
Pay Close Attention to Your Personal Property as You Create Your Estate Plan
Failing to carefully evaluate your options should include discussions of personal property cannot be overlooked during this process.
Eight Facts about Estate Tax Returns and OC Administration
While implementing an estate in Orange County, the executor may need to file an estate tax return. View these eight helpful facts about filing estate tax returns.
Annual Gifts Pay the Policy Premiums for an Irrevocable Life Insurance Trust
If an irrevocable life insurance trust was created to hold a policy, you must pay the policy premiums. The procedure for doing so must be handled properly.
Perpetual Gifts May Be an Inefficient Way to Give to Charity
Previously, wealthy citizens established a charitable foundation or trust as a means of reducing estate taxes and leaving behind a lasting legacy. Today, however, experts in philanthropy suggest that these “perpetual gifts” are a inefficient way to give to society.
Five Reasons to Use a California Living Trust when You Have Minor Children
What are the advantages of using a living trust in California when you have minor children? More information about it is here.
7 Tips for Choosing the Guardian in Your Orange County Estate Plan
If you have minor children, your Anaheim estate planning attorney will incorporate a provision into your will to appoint a guardian.