Articles Posted in Revocable Living Trust

Imagine all the things you own—your car, your savings, maybe even a house. Right now, they belong to you, but have you ever thought about what happens to them if you’re not around anymore? Let’s dive into why setting up a living trust is a smart move.  What Happens to Your Things When You’re Not…

Estate planning might sound like something only the super-rich need to worry about, but it’s actually a crucial step for anyone looking to secure their financial future and ensure their wishes are respected. One of the most famous examples of successful estate planning comes from the Rockefeller family, known for their immense wealth and philanthropic…

Hello everyone, let’s dive into a topic many families consider: whether or not to add your children to the title of your home. It’s a common question, especially among parents looking to simplify inheritance. But, is it really as straightforward as it seems? Let’s explore. Adding Kids to Your Home Title Many think adding their…

As someone who has worked with many people to plan their estates, I’ve learned something important: having a trust is crucial for everyone, and here are 4 Reasons Why Every American Needs a Trust.  1. A Trust Keeps Your Things Organized A trust is like a big box where you can keep all your important…

As an experienced estate planning attorney in Orange County, California I have witnessed firsthand the profound impact that conflicts over inheritances can have on families. It is heartbreaking to see hard-earned legacies torn apart by disputes and strained relationships among loved ones. Today, I want to address your concerns and shed light on the primary…

As an experienced estate planning attorney in Orange County, I have had the privilege of helping numerous families protect their loved ones and secure their assets for generations to come. Today, I want to address a topic close to every parent’s heart: ensuring the well-being of your children. In this blog post, we will explore…

Once upon a time, in a small town nestled in the heart of Orange County, lived a loving and hardworking couple, Robert and Linda. Like many parents, they cherished their two little angels, Jack and Emily, more than anything in the world. They wanted nothing but the best for their children and worked diligently to…

Visualize this. You’ve poured blood, sweat, and tears into building your wealth. You and your spouse have nestled comfortably into a home in the heart of Orange County, have a vibrant young family, and your financial horizon is shimmering with promise. But what happens when life throws a curveball? Such a thought may be uncomfortable,…

As a single parent, you constantly juggle numerous responsibilities while ensuring your children’s future is bright and secure. I understand that your primary goal is to safeguard their future. I’m Jonathan Alexander, an experienced Orange County Estate Planning Attorney, with a passion for helping individuals, families, and business owners protect their assets and loved ones.…

Did you know that it’s National Estate Planning Awareness Week?  In 2008, the U.S. Congress passed House Resolution 1499 designating the third week in October as National Estate Planning Awareness week.  According to Caring.com’s 2022 Wills Survey, over 66% of Americans believe that having an estate plan is important, but only 1 in 3 Americans…