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Latest Blogs
Estate Planning as a Love Language: Protecting Those Who Depend on You
Estate planning is a love language all of its own that can communicate care not only through gifts of money and property but also through the act of planning for what will eventually happen to us. It is a way of showing love to the people who depend on us by creating clarity and support so that they are not left guessing or scrambling when we are no longer here.
Caution: Writing Your Own Deed to Avoid Probate Can Lead to Costly Unintended Consequences
If the deed you create is defective or invalid, the property will not automatically pass to your intended heirs upon your death. The worst part is that these issues often remain undiscovered until it is too late. Consider the potential risks of an invalid do-it-yourself (DIY) deed.
Why Retirement Is the Right Time to Revisit Your Estate Plan
Whether you are approaching retirement or already in it, this stage calls for a fresh look at your estate plan and timely adjustments that match your next chapter.
Why Receiving an Inheritance Changes Your Estate Plan
A well-designed estate plan can help anticipate and mitigate these risks by providing structure, guidance, and protection around inherited wealth.
When Your Parent Plans to Disinherit Your Sibling
As the child who was not cut out of the estate plan, you may find yourself in an especially delicate spot, particularly if your parent named you as the executor (also called a personal representative) or trustee in their estate plan.
What Is an Inheritor’s Trust?
Among the numerous types of trusts aimed at fulfilling different estate planning purposes, an inheritor’s trust is specially designed to help protect an inheritance.
How to Get Organized to Meet with Your Estate Planning Attorney
You have decided to meet with an estate planning attorney to get your affairs in order and ensure that your loved ones are protected. Now that you have scheduled the appointment, it is time to get yourself organized and prepare for the first meeting.
Passing Along a Benefit, Not a Burden: Why Planning for Absence and Incapacity Is Indispensable for Business Owners
Comprehensive estate planning also addresses what will happen if you become mentally incapacitated (unable to manage your affairs) due to illness, injury, or cognitive decline, or if you need to be away from your business for an extended period.
Retirement Planning for Business Owners
As a business owner, planning for retirement requires more effort, foresight, and strategy. In addition to navigating the wide range of retirement account options available to business owners, you must also ensure that your chosen strategy aligns with your overall estate plan.
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1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705