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?
continue reading ↓
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
Are the proceeds of a life insurance policy subject to estate tax if the policy was held in an irrevocable life insurance trust (ILIT)?
Need to understand if a life insurance policy is subject to taxes is important and what effect the policy being held in an irrevocable life insurance trust?
Are You Getting Married? Consider a Prenup in Your Estate Plan
A Prenup in Your Estate Plan is a smart way to protect yourself and loved ones at the start of marriage together by taking time to plan for the future.
What Type of Trust Should Be Established for a Blended Family?
In blended family situation, proper estate planning helps to ensure that no children are disinherited from a step parent even if their parent passes first.
5 Tips for When You Are Having Trouble Picking a Successor Trustee
When you sit down to create your estate plan, few decisions are as important as the person that you appoint as your successor trustee.
What To Do With Life Insurance Once You Set Up A Trust
Do you need to change the primary beneficiary of my life insurance once you set up a trust? The majority of people who create a trust do so to avoid probate.
What should I consider when creating a living trust to benefit minor children?
Knowing what should be considered when creating a living trust to benefit minor children is important. Read here for more information.
Potential income tax issues to be aware of when implementing an estate plan?
Income tax issues can be a headache when implementing an estate plan or trust administration. Continue reading here to be prepared.
What provisions for removing successor trustees should I include in my living trust?
Talking with you attorney about provisions for removing successor trustees is important in creating a great estate plan that works long term.
What is a memorandum?
A memorandum is a document that can be used with a will or living trust to leave specific property to certain loved ones. If you are going to create a memorandum, do it right!
What is the California Independent Administration of Estates Act (IAEA)?
California Independent Administration of Estates Act (IAEA) grants the representative of an estate authority to act without prior court approval.