Orange County Estate Planning Attorney
Archives
Posts
- 2024-07-17: Seven Common Living Trust Mistakes and How to Avoid Them
- 2024-07-16: Preparing for Expiration of the Tax Cuts and Jobs Act of 2017
- 2024-07-15: Why Financial Advisors Should Be Involved in Estate Planning
- 2024-07-03: Exploring Life Insurance Policy Ownership: Who Should Own Your Policy?
- 2024-07-02: Discussing Your Estate Plan with Family: Best Practices and Considerations
- 2024-07-01: Bequeathing Guns and Firearms: Essential Considerations for Your Estate Plan
- 2024-06-30: 10 Reasons Every Californian Needs an Estate Plan
- 2024-06-29: The Pitfalls of Do-It-Yourself Estate Planning
- 2024-06-28: Estate Planning Tips for Freelancers and Gig Workers
- 2024-06-27: Maximizing Tax-Deductible Contributions: Strategies and Tips
- 2024-06-26: Understanding Inheritance Disputes: Know Your Rights and Options
- 2024-06-25: Understanding Portability in Estate Planning
- 2024-06-24: The Purpose and Benefits of a Living Trust
- 2024-06-20: Understanding Social Security Retirement Benefits
- 2024-06-19: Protecting Your Personal Property In Estate Planning
- 2024-06-03: SECURE 2.0 Act: How It Affects You and Your Retirement Account Beneficiaries
- 2024-05-27: Safeguarding Your Property: A Guide to Asset Protection
- 2024-05-22: Understanding Estate Planning with Crypto Assets
- 2024-05-21: The Ultimate Guide to Estate Planning in Orange County
- 2024-05-20: Essential Guide to Estate Planning for Newlyweds
- 2024-05-16: Essential Guidelines for Transferring Real Property to Trusts and LLCs
- 2024-05-13: Essential Checklist for Trust Administration in California
- 2024-05-06: How to Designate Beneficiaries for Your IRA
- 2024-03-18: Understanding Living Trusts: A Simple Guide
- 2024-03-14: Demystifying Estate Planning: A Guide for Everyone
- 2024-03-13: How to Structure an Estate Plan: Lessons from the Rockefellers
- 2024-03-12: Why You Might Think Twice Before Adding Your Kids to Your Home Title
- 2024-03-11: 4 Reasons Why Every American Needs a Trust
- 2024-03-08: What To Do After Establishing Your Revocable Trust
- 2024-01-02: Estate Planning in the Age of Cryptocurrency: Navigating the New Challenges
- 2023-06-12: What is a Business Succession Plan and Why is it Important for Business Owners?
- 2023-06-11: Preserving Family Harmony: The Power of Estate Planning
- 2023-06-10: Choosing the Right Guardian for your Children
- 2023-06-07: An Executive’s Guide to Estate Planning
- 2023-05-26: Providing For Minor Children In An Estate Plan
- 2023-05-25: The Essential Blueprint to Estate Planning for Young Families
- 2023-05-24: Secure Your Children’s Future: A Single Parent’s Guide
- 2023-03-29: Protecting Your Little Ones: The Importance of a Children’s Emergency Plan in Your Estate Planning
- 2023-03-28: Intestate Turmoil: A Cautionary Tale on the Importance of Estate Planning
- 2023-03-28: Securing Your Family’s Future: The Power of Trusts in Estate Planning
- 2023-01-04: What is a Grantor Retained Annuity Trust?
- 2022-12-05: What is a California Dynasty Trust?
- 2022-11-29: What is a Charitable Lead Trust?
- 2022-11-15: What Happens if I Wait Too Long to Make an Estate Plan?
- 2022-11-11: How Do You Create a Valid Will in California?
- 2022-11-09: What is a Charitable Remainder Trust?
- 2022-11-09: What is a Spousal Lifetime Access Trust?
- 2022-10-23: What is a QTIP Trust?
- 2022-10-19: What is an Irrevocable Trust?
- 2022-10-19: Why Don’t You Have an Estate Plan Yet?
- 2022-10-18: What Is the Unlimited Marital Deduction?
- 2022-10-16: What is the Surviving Spouse Elective Share and Does California Have One?
- 2022-10-15: What is a HIPAA Authorization?
- 2022-10-13: What is a California Power of Attorney?
- 2022-10-12: What is a Revocable Living Trust?
- 2022-10-11: What is an Advance Health Care Directive?
- 2022-10-10: What is a Pour-over Will in California?
- 2022-10-05: What is a Trust?
- 2022-05-13: What Should Residents of Rancho Mission Viejo California Know about How a Living Trust Works?
- 2022-05-13: Common Mistakes Rancho Mission Viejo Residents Should Avoid When Setting up a Revocable Living Trust
- 2022-03-02: 10 Things all Californians Should Understand about Estate Planning
- 2021-07-22: 10 Things You Should Know about Funding a Revocable Living Trust
- 2021-04-04: 14 Benefits of a Living Trust
- 2018-03-09: Top 10 Reasons Why Estate Planning is Important
Topics
- Asset Protection (2)
- California Estate Planning Attorney (42)
- Charitable Lead Trust (1)
- Children's Plan (5)
- Cryptocurrency (2)
- Elective Share (1)
- Estate Planning (41)
- Financial Advisors (1)
- Funding (1)
- HIPAA Authorizations (1)
- ILIT (1)
- IRA (1)
- Living Trusts (15)
- Newlywed Estate Planning (2)
- Orange County Estate Planning Attorney (38)
- Portability (0)
- Pour-over Will (1)
- QTIP Trust (1)
- Rancho Mission Viejo Estate Planning (24)
- Real Estate Transfers (1)
- Revocable Living Trust (12)
- Secure Act (1)
- Secure Act 2.0 (1)
- Social Security Benefits (1)
- Trust Administration (1)
- Trusts (15)
- Uncategorized (5)
- Unlimited Marital Deduction (1)
- Wills (5)
- irrevocable trusts (5)