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 Should You Move Personal Property into a Living Trust?
Wondering how to move your tangible personal property into your Orange County living trust? Read here to learn how!
Need an Estate Tax ID Number? You Have Several Options.
After your loved one passes, the estate must have its own tax ID number. Obtaining a tax ID number is a relatively straightforward process.
5 Tips for Choosing the Right Power of Attorney
Will you pick the right power of attorney? Find out some important things to consider before you create and execute a power of attorney document.
Is there an easy way to include my pet in my estate plan?
Find out what you can do now to make sure that your pet is protected and cared for as you wish even if you die first.
I want to modify my estate plan to put my home in trust. How do I do that?
Many people choose to update their estate plan to include a revocable trust. Moving real estate into the trust involves certain steps that must be followed.
I want to purchase a rental property and put my rental property into an LLC, how do I do that?
If you decide to move rental property into an LLC, it is important to take the proper steps. Failing to do so could impact the validity of the transfer.
How to name your spouse as IRA beneficiary
Orange County Estate Planning Attorney James F. Roberts explaines how to add your spouse as a beneficiary to an IRA account.
How To Prepare A Formal Will
I’m often asked how do I prepare a will. Getting a formal will prepared correctly can be very challenging. Contact us today to discuss your situation.
How to Implement a Credit Shelter Trust
Married couples often use credit shelter trusts to minimize potential estate taxes. Administering these trusts requires close attention to tax laws.
Six Steps for Implementing an Irrevocable Life Insurance Trust
As the trustee of a trust, it is your duty to carry out its administration. If the trust holds a life insurance policy, there are some additional steps.