Planning for a medical emergency isn’t something most of us want to think about, but for LGBTQ+ individuals and families, it’s especially important. When something unexpected happens, you want to be sure that the person making decisions on your behalf truly understands and respects your wishes. A healthcare directive gives you control...
Setting Up a Power of Attorney for LGBTQ+ Individuals in Southern California
Many LGBTQ+ individuals in Southern California want to make sure a trusted partner, friend, or chosen family member can legally step in to manage their finances if something unexpected happens. Without the right documents in place, even someone close to you may not have access to your bank accounts or the ability...
Essential Estate Planning Tips For LGBTQ+ Couples
Estate planning is an important process for all couples. However, it can present some unique challenges for LGBTQ+ couples, especially if they are newly married or thinking of starting a family. Proper estate planning ensures that both partners and any children they might have are legally protected. This guide outlines...
Estate Planning Challenges for Transgender Individuals and How to Navigate Them
Estate planning is an important process that helps secure your financial future and personal wishes. However, it can present unique challenges for transgender individuals. Legal recognition of gender identity and potential family disputes can make it difficult to create an effective estate plan that accurately reflects your true self and intentions....
Protecting Your LGBTQ+ Family: Estate Planning Essentials
Estate planning is a crucial task for everyone. However, LGBTQ+ families often face additional complexities in ensuring that their loved ones are protected. At OC Wills & Trust, we have a long-standing history of working with LGBTQ+ families to create effective estate plans that uphold their wishes and safeguard their...
Estate Planning for Same-Sex Couples in the Wake of Obergefell v. Hodges
How does this landmark United States Supreme Court decision effect estate planning strategies?While the State of California has recognized same-sex marriage for a number of years, a recent landmark United States Supreme Court decision has legalized this practice across the country. Even though this type of marriage was already legal...
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