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
What is the amount of money that can avoid probate in California?
Many people want to know the amount of money that can avoid probate, but this is sometimes tricky. How things are held in title does matter.
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.
What is the difference between a will and a trust?
Understanding the difference between a will and a trust is very important to creating the estate plan you want to have in place.
What is the Share of Cost For Medi-Cal
Holly Nabiey Discusses things to consider when creating and modifying your estate plan and how it will affect your share of cost for Medi-Cal.
What is a Spousal Property Set Aside?
A spousal property set aside is a simplified procedure to clear title to a property passing from a decedent to a surviving spouse. It is applicable to community property and separate property of the decedent and is used in cases where the surviving spouse desires to clear marketable title to the property and to determine the value of the property so as to establish the surviving spouse’s liability to creditors. Such a petition can only be filed by the surviving spouse (or registered domestic partner) and it is not available for property that is willed to someone other than the spouse.
Ademption: Why it Is Something You Want to Avoid in Your Will
Ademption is a legal term that means that there is no gift or property left to give. Continue reading to find out more information.
What is considered as part of a person’s gross estate when they pass away?
When an individual passes away, their estate may have to pay estate taxes if the gross estate exceeds the applicable exemption amount in effect in the year of the decedent’s death. This year, that exemption amount is $5.25 million.
Can I pass on season tickets to a friend or family member when I die?
Having season tickets to events is awesome, but how do you pass on season tickets when you die? Read more here about how to do this.
What assets might be subject to tax during the California living trust administration process?
As you begin the process of implementing a California estate plan, you may feel overwhelmed by the potential tax responsibilities. Read more here.
What You Should Know About Community Property Before Creating an Estate Plan
How is community property treated in an estate plan? What about separate property? Find out what you should know before you create an estate plan.