The holiday season is a time for giving thanks and giving back, and this is reflected in the fact that the last two months of the year are when most charitable giving occurs.
As you age, it is natural to want to give more of your assets away...
Ask the Attorney: Do I Need a Lawyer to Help Administer a Trust?
Trusts can be particularly taxing and confusing to administer. Fortunately, you don’t have to take on this daunting responsibility alone. If you’ve recently been appointed as a trustee, an estate planning attorney can help guide you on your trust administration journey to ensure that you fulfill your duties successfully.
Passing the Family Business Down to the Next Generation: Tips for Owners
For many family business owners in Orange County, the prospect of passing the business down to the next generation is not just a financial decision, but also an emotional one. At OC Wills & Trusts, we understand the importance of preserving your legacy while ensuring a smooth transition. This guide offers essential...
Just Married: Do We Need an Estate Plan?
Congratulations on your marriage! This exciting new chapter brings many changes, and among them should be a discussion about estate planning. At OC Wills & Trusts, we often advise newlyweds to consider their estate plan as a key step in safeguarding their joint future. An estate plan is not just a...
Estate Planning Topics to Discuss with the Family Over the Holidays
The holidays are a time for family, gratitude, and often, meaningful conversations. At OC Wills & Trusts, we recommend using this family gathering as an opportunity to discuss estate planning. While it might seem like a heavy topic for a festive occasion, it’s a rare chance to have everyone together, making...
Essential Estate Planning Documents for When Your Child Turns 18
As a parent, one of the most significant milestones is witnessing your child turn 18. At OC Wills & Trusts, we understand that this is not just a coming-of-age moment, but also a critical time for considering essential estate planning documents. While it may seem premature, having these documents in place ensures...
Ensure Your Final Wishes Are Honored: Opt for a Revocable Living Trust Over a Will
Planning for the future is essential, and at OC Wills & Trusts, we understand the importance of ensuring your final wishes are honored. While wills are a common tool for estate planning, a revocable living trust offers distinct advantages that can better serve your needs. This blog explores why a revocable...
Digital End of Life Planning: Safeguarding Your Online Legacy
In today's digital age, our online presence and digital assets form a significant part of our lives and legacy. At OC Wills & Trusts, we recognize that digital end-of-life planning is an essential, yet often overlooked, aspect of estate planning. Including digital assets in your end-of-life planning ensures that your online...
Ask The Attorney: My Parents Haven’t Done Any Estate Planning. What Should They Do?
Many families face the reality of aging parents who haven't engaged in any form of estate planning. At OC Wills & Trusts, we frequently encounter this scenario and understand the urgency and sensitivity required.
If your parents are in this position, immediate action is crucial to safeguard their...
5 Benefits of Preparing an Inventory for Your Loved Ones Before Death
The process of settling an estate after a loved one's passing can be overwhelming, especially during a time of grief. At OC Wills & Trusts, we often advise our clients on the significant benefits of preparing an inventory of assets before death. This thoughtful preparation can simplify the estate settlement process for...
