CA Estate Planning Blog

Friday, January 3, 2014

New Year's Resolutions: Estate Planning

Happy 2014!  Now that you've rung in the new year with a bang, it's time to get your to-do list of resolutions out and start acting on them! 2014 is a year of big changes in the legal world, so we here at OC Wills & Trust Attorneys encourage you to stay on top of these legal issues as they may affect your pocketbook. 

  • LOOK INTO YOUR ESTATE - DO YOU HAVE A LIVING TRUST / WILL / POWER OF ATTORNEY / HEALTH CARE DIRECTIVE?

If you don’t have an estate plan in place, now is the time to put one in place.  If you already have a plan, now is the time to do an estate plan review.  As time passes, many things in your life change, and those changes can have a drastic impact on your estate plan wishes.  Not sure where to begin?  Take a look at the list below. 

Do you have any assets?
Do you have children?
Are you married?
Are you divorced?

During our free consultation appointment an OC Wills & Trust Attorney will gather information about you, your family, your assets and your wishes.  They will review your estate planning options, identify the estate planning documents that will best fit your needs and tell you how much it will cost to prepare the documents.

  • OBAMACARE - LEARN ABOUT IT AND HOW IT AFFECTS YOU

Educate yourself on the facts of the Affordable Care Act, and how it can affect you in this upcoming year. Beginning in 2014, most Americans who lack insurance will have to pay a penalty under Obamacare -- a penalty that's set to increase annually for some uninsured individuals.

 

The staff at OC Wills & Trust Attorneys wish you a New Year filled with peace, prosperity and happiness.


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