Brian Chew explained that many parents consider adding their children to the title as a way to avoid probate. The thought process is that when a parent passes away, the child already listed as a co-owner...
Brian Chew explained that the most common reason to update an estate plan is changing relationships, not just changing assets. Events such as marriage, divorce, the birth of children or grandchildren, or the passing of a loved one often require revisiting the...
Effective estate planning ensures family wealth is preserved across generations, and dynasty trusts offer a robust solution for achieving this goal. This episode of Estate Planning Beyond the Binder examines dynasty trusts in California, detailing their role in providing lifetime asset protection for children against creditors, divorce, and poor financial decisions. It highlights the...
Estate planning is a process, not just a product. While receiving your binder with signed documents is important, it’s only the beginning. The binder contains your estate plan – a series of documents that need proper implementation....
The estate planning binder is the foundation of protecating your family’s future, containing essential legal documents. However, it’s merely the first step in ensuring your family’s protection. While the binder houses crucial documents,...
Divorce changes more than your personal life—it reshapes your entire estate plan. From wills and trusts to beneficiary designations and healthcare directives, every document that once reflected trust between spouses must be reevaluated. Brian Chew, Managing Partner at OC Wills and Trusts, explains why failing to update these documents can leave...
Families with children or loved ones who have special needs face unique estate planning challenges. Without the right plan in place, an inheritance or financial gift could unintentionally disqualify a loved one from essential government benefits such as SSI or Medi-Cal. Brian Chew, Managing Partner at OC Wills and Trusts, shares...
Many California families assume that if they pass away without a will or trust, their loved ones will automatically “figure things out.” In reality, dying without an estate plan—known legally as dying intestate—triggers a costly and time-consuming process that often leaves families frustrated and financially strained.
In this episode...
Blended families and second marriages bring love, joy, and complexity—but they also create unique estate planning challenges. In this episode of Estate Planning Beyond the Binder, Brian Chew, Managing Partner at OC Wills and Trusts, shares insights on how to protect both a surviving spouse and children from prior relationships, while avoiding...
Medi-Cal planning is one of the most important yet misunderstood parts of estate and long-term care planning for California families. In this episode of Estate Planning Beyond the Binder, Brian Chew, managing partner of OC Wills and Trusts, explains how seniors can qualify for Medi-Cal benefits while protecting their homes and...
