CA Estate Planning Blog

Monday, March 30, 2020

Coronavirus Should Have You Considering These Estate Planning Essentials


Why is it so important to have a power of attorney?

The coronavirus pandemic is sweeping the nation and causing a wave of illness and death in its path. The news today is fraught with ever dire reports about the number of people critically ill or dying due to COVID-19, the disease caused by the novel coronavirus. China already lost thousands of lives to the pandemic, and it has now spread to most of the world. In Europe, Italy and Spain are struggling to treat the sick patients arriving daily in hospitals. In the United States, the number of people infected with the virus is said to be doubling every three to five days.
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Monday, March 16, 2020

The Importance of Trusts


Do I need a trust if I have a will?

Wills and trusts are two of the most important estate planning tools. It is a common misconception that if you make a will, your estate plan is complete. In reality, wills and trusts are two unique estate planning tools, with one not able to replace the other. Trusts are critically important estate planning tools which can benefit everyone, regardless of their wealth level or age. Our Read more . . .


Wednesday, March 11, 2020

How To Choose An Estate Planning Lawyer

The do-it-yourself, or DIY, mentality is a common concept for people to save time, money and resources. More and more people know exactly what they want and would rather do it themselves instead of paying an outside contractor to try to get it as close to their vision as possible.


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Thursday, February 13, 2020

Avoid These 3 Basic Estate Planning Mistakes to Protect Your Loved Ones


What will happen if I die without a will in place?

The death of a loved one will cause tremendous sadness and emotional upheaval. The last thing any of us want is for our family to incur additional hardships after our death due to a lack of effective estate planning. After you die, your assets will be divided between your heirs in accordance with the terms or your will or as dictated by state law. The process of transferring your assets and completing your affairs is known as probate, and it can be both time consuming and expensive. Certain factors can add to the cost and time of probate.
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Monday, February 10, 2020

Review Your Trust Today with the SECURE Act


How might the SECURE Act alter the setup of my trust?

President Trump recently signed the Setting Every Community Up For Retirement Enhancement (SECURE) Act. This sweeping piece of legislation will bring about the most significant changes that the field of retirement law has seen in the past 13 years. One critical portion of the Act could have significant import on your trust. Anyone with an IRA or another employer-sponsored retirement plan who has a trust as the beneficiary will want to closely review the language of their trust to determine whether the trust under the SECURE Act still meets your goals. Our Read more . . .


Tuesday, January 28, 2020

Knowing the Essentials of Estate Planning in Orange County


The Basics of Estate Planning with OC Wills & Trust Attorneys

We know that nobody likes to dwell on all of the details that come with end-of-life planning. Because of this, we’ve made it our mission to serve the people of Orange County with professional, friendly, and compassionate legal services to make these crucial preparations easier to deal with. The last thing you want is for you or one of your loved ones to be in a situation where a proper estate plan was not in place, and then have to deal with the mess of sorting out assets and such. Some of our very own counsel members had been in that exact situation before working with us, so they are intimately familiar with that frustration! 

To help you get an idea of what our


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Wednesday, January 22, 2020

Podcasts And Livestreams: 15 Ways You Build Your Brand Without Being Promotional

If you want to attract and retain customers, you’ll have to offer them something valuable. For instance, easily digestible content like podcasts and livestreams are great ways to raise awareness about your brand. However, you don’t want to be too salesy or promotional—otherwise, you risk turning consumers off to your company altogether.


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Tuesday, January 21, 2020

Saving for Your Special Needs Child with a Trust


What are the benefits of using a trust to save funds for my special needs child?

For the parents of special needs children, worries for the future abound. Having a child with special needs presents many challenges, not the least of which are financial. The current American healthcare system leaves many families with special needs loved ones struggling to provide for their medical care needs. Currently, about 7.2 million children under the age of 18 have severe disabilities, according to the Census Bureau.
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Friday, January 17, 2020

15 Common Marketing Mistakes Entrepreneurs Should Avoid

Marketing strategies and techniques change constantly. With all the advice and warnings to follow—some of it contradictory—entrepreneurs can quickly get confused as to what works, and what should be avoided. This can lead to entrepreneurs, especially those first starting out, making some crucial marketing mistakes.


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Friday, January 17, 2020

Focusing on Your Estate Plan in 2020


Why should making an estate plan be a part of your New Year’s resolution?

As you kick off the New Year and step into a whole new decade, now is an ideal time to address the issue of estate planning. Creating an estate plan is critical to the protection of your hard-earned assets, your health, and your loved ones. With an estate plan, you can designate who will receive which assets, while further naming a guardian for your minor children and potentially reducing the tax implications to your estate after your death. You can also designate an individual to make critical health and financial decisions if you become unable. Anyone who does not yet have an estate plan should add this goal to their New Year’s resolutions.
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Monday, January 13, 2020

13 Crucial Business Tasks To Do During The Start Of A New Year

The new year is here, and along with it comes an influx of new goals, resolutions and intentions. To achieve growth in the year ahead, there are a few crucial things small businesses can do in January to set themselves up for success.


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