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
The Importance of Incorporating Your LLC Interests Into Your Estate Plan
What happens if you do not incorporate your LLC interests into your estate plan and why you should consider the best option for you.
What Does it Mean to Be the Guardian of a Minor in a Will in California?
Read here to find out helpful facts about being appointed the guardian of a minor child in a Will. If you have questions call today.
How to Make Things Fair for All of Your Children When One Child Needs Help Now
What happens when you have one child that needs help before the estate plan is enacted? Make sure that you address this in your planning.
The Advantages of Avoiding Probate
Wondering why your loved one chose to avoid probate? Find out about the advantages of avoiding probate and what to do if you are administering an estate.
What Are the Basic Steps for Probate?
What are the basic steps for probate and why you want to avoid it! Attorney James Robert gives you a simple understanding of what probate involves.
What are the Distribution Options for an IRA Beneficiary?
There are three Distribution Options for an IRA beneficiary who is not a spouse. How they take the funds has tax consequences for each option.
Should I consider using a trust with my life insurance policy as I create my estate plan?
Trusts and a life insurance policy what you need to know about creating a plan to best meet your needs and protect your family.
Vacation Homes and LLCs: An Anaheim Estate-Plan Match Made in Heaven?
Vacation Homes and LLCs give you some unique opportunities to protect your property in your estate planning. Talk with one of our attorneys today.
Verifying A Beneficiary on Your IRA Account
We cannot emphasize enough the importance of calling the IRA company and verifying a beneficiary on your IRA account and you can avoid a probate issue.
Using a Special Needs Trust to Preserve Government Benefits
Parents of children with special needs receiving government benefits have additional concerns creating their estate plans include a special needs trust.