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
How Portability May Affect Your Credit Shelter Trust
New laws allow married couples to utilize both spouses’ exemption amounts. Learn why you may still want to keep your credit shelter trust.
What should I do with my estate plan now that I’ve been diagnosed with early stage dementia?
A dementia diagnosis may mean you will lack capacity to update your estate plan in the near future. It is important to update your estate plan to address your needs.
I want to pay my grandson’s medical expenses, am I limited to the amount of the gift tax exclusion?
Don’t worry about gift tax limits if your loved one is seriously ill. Instead, find out how you can help pay his medical expenses without tax implications.
Consider Changing the Guardian Named When Circumstances Change
Over time, you may change your mind about the guardian that you have named in your will. A modification of your estate plan is important.
Five Reasons to Make Creating an Estate Plan Your New Year’s Resolution
Making your New Year’s Resolutions? Find out why creating an estate plan should be one of your resolutions if you don’t yet have one.
Should I make arrangements to pay for my funeral costs?
When creating your estate plan, consider making arrangements to pay for your funeral expenses. Learn about pre-paying or setting aside funds to cover the costs.
Why You Need to Plan Ahead About Medi-Cal and Medicaid
You may need to think about Medi-Cal and Medicaid planning. Our Anaheim estate attorneys can explain why.
Are there restrictions on who I name to be my agent for health care decisions?
When creating an estate plan, you can appoint someone to make your health care decisions. There are only a few restrictions on who can serve in this role.
Limited Authority of a Personal Representative’s Power Under the IAEA
A personal representative may be able to administer an estate with less court involvement under the IAEA. However, this power may be limited.
Leaving Benefits To A Caregiver
Orange County Estate Planning Attorney Shauna Anderson Discusses things to consider when creating and modifying your estate plan.