Funding your trust is crucial because simply having a trust document is not enough to avoid probate. For a trust to be effective, assets must be properly transferred into it. Many estate plans fail because assets are not...
Sandwich generation parents can protect their finances by ensuring they have the right estate planning and financial planning in place. By having the necessary legal documents prepared, such as...
Estate planning gives LGBTQ+ couples in Orange County the legal tools to protect one another, including inheritance rights, medical decision-making authority, and financial control. California and federal law have expanded protections for same-sex couples, but default legal rules still do not always reflect how LGBTQ+ families are structured.
Doing estate planning without legal advice, relying on AI or software, can be risky because these tools may not ask crucial questions or address specific legal and practical issues that only an attorney can identify. Estate...
Yes. Immigrants can legally create a will in California, regardless of citizenship status. If you are 18 or older and of sound mind, you can make a valid will that designates who will receive your property when you pass away.
Your immigration status does not prevent you from protecting...
Estate planning is vital for unmarried partners in California because without proper documentation, the partner has no legal rights or remedies in case of incapacity or death. In California, unmarried partners are not recognized as spouses, which can...
Firm grows to six attorneys and expands client availability with new Saturday meeting options.
OC Wills & Trust Attorneys is excited to announce the addition of attorney Eric Lund to its legal team. With Lund’s arrival, the firm now includes six attorneys and can...
Having emergency planning documents in place is vital for parents because, in the unfortunate event of a medical emergency involving their child, hospitals and healthcare institutions are restricted by...
Estate planning allows immigrant families in California to decide who will care for their children, manage property, and handle financial matters if something happens to them. Your immigration status does not prevent you from creating a valid estate plan, and under California law, tools like wills, trusts, and powers of attorney are...
Estate planning for LGBTQ individuals and couples can involve added legal considerations, even after marriage equality. The goal is to make sure your wishes are followed, the right people have decision-making authority, and your relationships are recognized under California law. Although many protections now exist, gaps can still arise based on marital...
