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...
An estate plan is only as strong as the people chosen to carry it out. From trustees and guardians to powers of attorney, these roles hold immense responsibility. Brian Chew, Managing Partner at OC Wills and Trusts, explains how to make these critical decisions, what qualities to prioritize, and the pitfalls families...
OC Wills & Trust Attorneys founder shares insights on building comprehensive estate plans that go beyond legal documents.
September 25, 2025. Irvine, California. (Law Firm Newswire) Brian Chew, Esq., Managing Partner of OC Wills & Trust Attorneys, is featured in the podcast, Estate Planning: Beyond...
Estate administration refers to the process of managing a person’s affairs after they pass away. In Irvine and throughout California, this often involves probate, trust administration, or other procedures depending on how the individual arranged their estate. These responsibilities may include collecting assets, paying final debts, filing necessary paperwork, and distributing property...
Many married couples assume their spouse will automatically be allowed to make medical decisions if something goes wrong. While that may seem like common sense, the reality isn’t always that simple. Hospitals and healthcare providers often need more than just a marriage certificate when determining who can speak for an incapacitated patient.
