I Need to Make a Will or Trust
Orange County Living Trust Lawyers Deliver Personalized Plans
Talking about death makes many Americans uncomfortable. We don’t like to think about our own mortality. So, what do we do? We ignore the subject and hope that it will go away.
Of course, it doesn’t go away, though. Nothing is as sure as the fact that we will all die. And some of us will die unexpectedly, in unforeseen ways.
- If you have a heart attack tomorrow, would your family know whether you want to be resuscitated?
- If you got hurt in a serious car accident tomorrow, could your spouse afford to stay in the family’s home?
- If you died tomorrow, could your adult children divide up your property without arguing?
- If you and your spouse died tomorrow, do you know who would raise your young child?
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If you cannot answer those questions with a resounding, “yes,” you probably need an estate plan. The Orange County wills and trusts lawyers at the Law Office of James F. Roberts & Associates, A Professional Corporation can help you achieve the peace of mind that comes from creating a personalized estate plan.
Our Orange estate planning attorneys approach estate planning from a personal angle
Of course, we understand the technical details in creating wills, trusts, and related documents. In fact, we’ve even prepared some educational resources about wills and trusts. If you would like to receive a FREE copy of our pamphlet, “The Ten Things You Must Know Before Creating (or Amending) Your Will or Trust” or a FREE copy of our DVD, “Understanding the Revocable Living Trust: In Language that Anyone Can Understand in 8 Minutes,” let us know.
Other attorneys understand the technical aspects of estate planning, too. What sets us apart, however, isn’t our legal knowledge. It’s our people skills.
Our law firm would be nothing without our clients. We never forget that! We also recognize that we help people navigate tricky situations and deal with uncomfortable topics. When we help our clients get their affairs in order, we make sure that we:
- Listen to our clients. How else could we create estate plans that reflect our clients’ unique needs and objectives?
- Educate our clients. We empower our clients by giving them the information and resources they need to make meaningful decisions.
- Treat our clients with respect. Most of our clients have worked hard all their lives. They deserve the peace of mind that comes with knowing that their affairs are in order.
We create comprehensive estate plans: wills, trusts, advance medical directives, and more
Some people may scoff at the idea of an “estate plan.” They may believe their assets do not warrant an estate plan.
In reality, there’s no monetary threshold for creating a living trust or drafting a will. People create living trusts and wills to protect their families and their assets, without regard to the size of their bank accounts. Creating a living trust and a will is the best way to protect your loved ones and to ensure that your wishes will be carried out if you become incapacitated or die unexpectedly.
We create comprehensive plans that address all of a client’s requirements. Our estate plans are personally tailored to each client’s needs and take into consideration tax implications, family relationships, governmental involvement, health care concerns, and more.
Please contact our Orange estate planning attorneys for your estate planning needs
If you would like our Orange, California estate planning attorneys to discuss the estate planning process with you, contact us. You may reach us by calling (714) 459-5481 or by filling out an online contact form.
We draft wills and living trusts for people who live in Anaheim, Orange, City of Villa Park, Yorba Linda, Fullerton, Huntington Beach, Placentia, Santa Ana, Irvine, Garden Grove, and La Habra.
Helpful Articles about Creating a Will or Trust
Joint ownership of property my help avoid probate but does not mean you don’t need an estate plan! Talk with one of our attorneys to help you decide the best way to protect your property.read more
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Your vacation property may have been a place where memories were created for your children, and they may wish to continue those traditions for years to come. Make sure you include them in your estate plan.
Need a Will or Trust? Call Our California Estate Planning Attorneys
Ten Real Estate Questions to Ask while Creating Your CA Estate Plan
Vacation properties are unique in that they often hold both a financial and emotional value to beneficiaries of an estate. Your vacation home may have been a place where memories were created for your children, and they may wish to continue those traditions for years to come. Other beneficiaries may view ownership of the vacation property as more of a hassle than it is worth. Regardless of the scenario, many unique issues can arise when an estate contains vacation property. Fortunately, an experienced trust attorney in California can assist you in creating an estate plan that efficiently addresses your vacation property.
The following are just four of the many examples of situations that illustrate the importance of creating an estate plan when you own vacation property:
Some of your beneficiaries may wish to hold on to the vacation property, while others may wish to sell the property. By creating an estate plan in Orange County that addresses the vacation property, you are able to build in a fair mechanism for allowing some beneficiaries to own the property, while others do not.
Disagreements may arise over how taxes and other maintenance costs related to the property should be paid. An estate plan can instruct the beneficiaries as to exactly how these expenses are to be paid.
Disagreements may arise over the use of the property. Your estate plan can place some controls over the use of the property.
You may wish to restrict the class of people entitled to inherit an interest in the property. For example, you may wish to prevent the spouses of your beneficiaries from receiving any ownership rights in the property.
Whatever the scenario that may exist, it is vital that you create an effective estate plan for dealing with your assets. The knowledgeable Orange County trust attorneys at the Law Office of James F. Roberts & Associates, APC, will do just that. Call our office today at (714) 459-5481 for a consultation.read more
Why can’t I just have my child own a life insurance policy on my life rather than setting up an irrevocable life insurance trust?
Clients who opt to use direct ownership as a way to keep life insurance policy proceeds out of their estates often name their beneficiaries as the new owner. However, there are a lot of reasons that a trust would be a better option for the policy funds.read more
There are life events that require you write a new will or update the one you have. Here, we discuss when to take those steps.read more
You can name anyone you want to be your health care proxy with just a few exceptions. The health care proxy should be part of your advance medical directive. Meet with your estate planning attorney to be sure you have made a wise choice.read more
Having a court-appointed guardian offers far less control for you and less protection for your family. Set up an appointment today with an estate planning attorney to make sure your family is protected.read more
As you create an estate plan, carefully consider your funeral arrangements. California law grants eight people authority to make these decisions on your behalf.read more