Estate planning attorney Brian Chew, Managing Partner at OC Wills and Trusts, explained that one of the biggest dangers he sees in his practice comes from misinformation. Whether it’s advice from the internet or misconceptions passed down through conversations, families often...
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...
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...
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...
Watching your parents grow older brings a mix of emotions. You may find yourself thinking about how to make sure they’re cared for—not just today, but in the years to come. Estate planning is often thought of in terms of what happens after you pass, but it can also be a powerful...
Inheriting property in California can be a meaningful gift—one that comes with sentimental value and financial potential. But it can also trigger unexpected tax consequences. Without careful planning, your loved ones may end up paying far more in taxes than they should. That’s why we work with families to help protect their...
Estate planning can feel overwhelming at first, especially when legal terms start showing up in conversations or paperwork. You’re trying to make smart choices for your future, not pass the bar exam.
At OC Wills & Trust Attorneys, we work with individuals and families throughout Orange County and Southern...
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. Your...
The estate planning binder is the foundation of protecting 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, effective...
When you’re putting together an estate plan, it’s easy to focus on the basics—who gets what and when. But what many people don’t think about is how taxes could affect the value of what they leave behind. One of the most important taxes to understand is the capital gains tax, especially if...
