Tag Archives: estate planning
Creating a Living Trust in California
A living trust is an arrangement under which one person, referred to as a trustee, legally holds the title to a property for another, referred to as a beneficiary. A living trust can be a valuable tool when planning an estate. When considering a living trust, however, it is important to understand the different… Read More »
Estate Planning Amid the Novel Coronavirus
The novel Coronavirus has struck the world on an unparalleled scale. As of June, COVID-19 cases in the State of California have toppled 100,000 cases, and based on recent reports, the number of cases keep escalating. In the midst of this uncharted territory, it is critical to take a closer look at one’s personal… Read More »
Important Information You Should Consider When Drafting a Living Will for Medical Decisions
Being prepared for an expected or unexpected medical condition that can leave you with the inability to communicate can be a vital decision not just for yourself, but for your loved ones as well. With a small investment in time and planning, you will be able to prepare for the medical care you want…. Read More »
Medical-Related Reasons That Can Help You Consider Drafting a Living Will
Planning for our immediate future is something we constantly do. Considering planning for a time when we are physically and mentally unable to make decisions, however, is not something most people rush to do. Planning for a time where we may become mentally incapable to make our own decisions can be difficult. It is… Read More »
Can I Include Overseas Properties in My Estate Tax Plan?
As society has grown more interconnected and globalized, many Americans have chosen to purchase assets or property in different countries. When it comes to estate planning, any potential purchasers understandably want to ensure that all of their property and assets, regardless of location, will be distributed according to their personal wishes upon their death…. Read More »
Probate Law: Wills vs. Living Trusts in California
In the State of California, many people will fail to establish what will become of their property and/or assets for a time in which they are unable to look after it. There are countless reasons that could leave a person in the devastating inability to maintain their desires in regard to what will happen… Read More »
Considerations in Business Succession Planning
Unlike corporations, which are typically owned by a large group of stockholders, small businesses must plan for what happens after the owner or owners of the company retires or passes away. These small businesses in California, typically organized as sole proprietorships, partnerships, or limited liability companies, must decide how their business succession plans fit… Read More »
Why an Advance Health Care Directive is Important
It is not possible to always foresee when you may run into a major health problem. Most people believe it will never happen to them, but we know that is not true. It is important to prepare for these situations ahead of time. These are the types of things people do not want to… Read More »
Affordable Estate Planning Lawyer Serving Orange County
If you’ve been searching for an affordable estate planning attorney in Orange County, you may have been quoted the “Orange County Markup” for a Will, Living Trust or Advanced Health Care Directive. I’ve been an estate planning attorney for over 25 Years, and although located in Upland, my office is really only 25-45 minutes… Read More »
Does Every Will Go Through Probate Court in California?
If you are the executor of a will or if you are currently writing your will, you may wonder about probate court. Probate is the legal process used to distribute the contents of a will and protect the decedent’s assets. In many cases, the family of the deceased must go to court to effectively… Read More »
