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
Overview of Medi-Cal Benefits for Long-Term nursing Care
Medi-Cal is a program designed to pay for the long-term nursing care costs of eligible individuals who meet the resource requirements.
Orange County Trust Lawyer: Don’t Make the Mistakes These Celebs Did!
We can all learn from the mistakes of these famous celebrities who died without wills or estate plans. Read more here about what not to do.
Naming Your Trust as Beneficiary of Life Insurance Policy
Naming Your Trust as Beneficiary of Life Insurance Policy Can Give You Added Peace Of Mind. Attorney James Roberts uses his own trust as an example.
What are the 10 most common mistakes people make with their living trusts in California? What everyone should know that has a trust!
This list includes the top 10 most common mistakes many more can be made when not using the assistance of a qualified attorney to create a living trust.
Needing to Include Your Checking Account Into Your Trust
The question I am often asked is do I need to put my checking account into your trust? The determining factor for most people is avoiding probate.
Warns Against Taking the IRA in One Lump Sum
The three options they have to take the IRA are lump sum, 5 years, and remainder of life expectancy (but they cannot roll it into their IRA account).
Five Important Reasons Why You Need an HIPAA Authorization
You need an HIPAA authorization is a vital aspect of a successful estate plan. View here for five important reasons why.
Orange County Estate Planning Attorney Explains the Parts of an Estate Plan
Orange County Estate Planning Attorney explains the parts of an Estate Plan.
When Not to Choose a Spouse as an IRA Beneficiary
I mentioned about why you would want to name the spouse as an IRA beneficiary. However, there are times when not to name your spouse is the right choice.
History of Lodging an Original Will
We often get questions like why I am sending an original will into the court within 30 days of my loved one’s passing? Let us explain why!