Retired, middle-aged couple driving a car down the road.

Relocating After Retirement: Estate Planning Considerations to Know

Relocating after retirement can open up an exciting new chapter in life. As you prepare for this significant move, it’s important to consider how it impacts your estate plan. Different states have unique laws and tax implications that can affect your current documents and strategies. At OC Wills & Trust, we can...

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Aerial view of the downtown Irvine, California skyline.

Understanding California Proposition 19 and Its Implications

California Proposition 19 has significantly changed property tax laws, impacting how families transfer property between generations. This proposition, passed by voters in November 2020, affects homeowners, heirs, and estate planning strategies across the state. By understanding the new rules and their implications, you can make informed decisions about your property and ensure...

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Woman giving food at a food drive

Does Charitable Giving in Your Estate Plan Have Tax Benefits?

When you start the process of estate planning, your main goals may include avoiding probate, protecting generational wealth, and ensuring that your spouse, children, or other family members are cared for in your absence. You might also consider legal options like wills and trusts, along with directives for healthcare, guardianship,...

Does Charitable Giving in Your Estate Plan Have Tax Benefits? Continue reading…