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
Seven Steps to Creating a Charitable Remainder Trust
Some families wish to make significant charitable donations as part of their estate plan. For these families, a charitable remainder trust may be a good choice.
Possessing Incidents of Ownership Over a Life Insurance Policy May Result in Estate Taxes Owed
If you are concerned about the estate tax and have a sizeable estate, your attorney may suggest that you create an irrevocable life insurance policy trust to hold a policy.
How much will it cost to modify my trust?
While different law firms have their own unique set of fees there are certain factors that may impact the overall cost to modify a trust.
Nine Powers That Can Be Granted Under a Power of Attorney
Unless your estate requires some unique situations to be addressed, many durable powers of attorney usually granting the agent the following nine powers.
Should I specifically address out-of-pocket trustee expenses when creating my estate plan?
An experienced attorney can help you make the best choice for your estate plan ensuring that you address out-of-pocket expenses for successor trustees.
Thinking Past the Will and Trust: 12 Important Estate Planning Tasks
Examples of estate planning tasks that should be accomplished as part of the process are discussed below. Contact us today to talk to an attorney.
Twitter Forum Highlights the Importance of Advance Directives
Although a person cannot control when and how he dies, he may be able to control certain circumstances so that he dies the way he wants to.
Pros and Cons of Compensating a Trustee-Beneficiary
The fees paid to a Trustee-Beneficiary have many implications for the trust and the relationships and understanding of beneficiaries.
Trust Funding: Crucial Step in the CA Estate Plan Creation Process
Funding a trust is vital to the success of your newly created estate plan. View here for more from an Orange County estate planning attorney.
I am having difficulty choosing a backup trustee for my living trust. What should I do?
Choosing someone to be a successor or backup trustee of your trust is not always easy. For more information continue reading here.