Tag Archives: wills and trusts

Orange County Will and Trust Attorney: How to Prepare for an Unexpected Disability

As an Orange County will and trust attorney, I often see the results of what happens when someone does not plan for the possibility of an unexpected disability.  Most people come to our office ready to plan for their retirement or how they would like to see their estates managed after they have passed away.  […]

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?” The answer to this question, and so many other estate planning questions is, “Yes, but….”. It is true, that if you own an asset jointly with rights of survivorship in California, the joint tenant will […]

Orange County Trust Attorney: Reduce Your Tax Burden with a Qualified Personal Residence Trust

As an Orange County trust attorney, I know that a family home or vacation property is often the most valuable asset in estate. While the homeowner may want to leave their cherished property to children or other beneficiaries as an inheritance, taxes can quickly thwart well-meaning plans. The sad truth is that without proper planning, […]

Be Careful When Leaving Assets to Underage Beneficiaries | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment; what would you have done if […]

Orange County Will and Trust Attorney: Creative Ways to Leave “Intangible Assets” To Your Loved Ones

When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]

What Happens If My Heir Dies Before I Do in Orange County?

In the majority of estate plans in Orange County, the heirs are pretty clearly outlined.Typically speaking, spouses and children are the most commonly listed heirs. But, what happens when you outlive an heir?

Using Wills and Trusts, OC Parents Can Protect Their Kids From the Grave

In my daily practice I get a lot of questions about the importance of wills and trusts. OC parents often fear they are showing a complete lack of faith in their children by stipulating how and when they can receive their inheritance when they are gone. I read a similar story this week about Michael […]