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?
continue reading ↓
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) 282-7488 or by filling out an online contact form.
We draft wills and living trusts for people residing 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
Anaheim Wills and Trust Lawyer: Donating to a Charitable Organization
One way to leave a legacy is to set up an arrangement so that your assets will be directed to a charity of your choice after your death.
When Creating Your Anaheim Estate Plan, Remember These Important Items
When creating your estate plan, there are items you may forget to include. Here, learn some important pieces of property to add to your plan.
Anaheim Estate Planning for Kids from Prior Relationships: Five Options
Wondering about your options for creating an Anaheim estate plan for your children from a previous relationship? View here for more information.
What Services Could an Anaheim Elder Law Attorney Provide to Me?
No one likes getting older, but taking practical steps to prepare for the inevitable makes it better. Consult with an Anaheim elder law attorney for details.
Anaheim Wills and Trust Lawyer: Talking to Your Parents About Death
No one likes to talk about death, but if you plan to serve as successor trustee for your parent’s trust, you need to have the conversation.
Estate Planning and Stepped-Up Basis: Which Assets Qualify and Which Assets Don’t?
Upon your death, certain assets receive a step-up in basis that minimizes the potential capital gains tax to your beneficiaries. Learn which ones qualify.
Do You Want to Leave Personal Property to a Minor? Include Specific Instructions
After having kids, you may wish to make them the beneficiaries of your personal property under your estate plan. Amend your plan to include certain provisions.
Why You Should Consider a Discretionary Trust When Creating Your Estate Plan
Discretionary trusts may be a useful tool when creating your estate plan. Consider these advantages to this unique type of trust.
Six Tips for Administering an Estate with a California Pour-over Will
Pour-over wills are special types of wills designed to work with trusts. View here for six tips about pour-over wills by an Orange County estate planning attorney.
7 Tips for Administering a Trust With Omitted Children
If you are administering a trust that omitted certain children, special care must be taken. Follow these specific tips to reduce the likelihood of a dispute.