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Category: Trusts

Return home Trusts

Category: Trusts

older couple amending trust

Do I Need an Attorney to Amend a Trust?

Posted on February 8, 2023

Would you attempt to perform surgery on someone without the help of a doctor? You certainly wouldn’t if you wanted them to survive. While nobody is likely to die if you try to amend a trust without the help of a lawyer, you are just as likely to fail.

Do I Need an Attorney to Amend a Trust? Continue reading…
Will Vs. Trust: What's the Difference, and Which One Do You Need?

Will Vs. Trust: What’s the Difference, and Which One Do You Need?

Posted on March 1, 2022
Finding an estate planning attorney you can trust to create an estate plan can help you stay in control over what happens to your assets after you pass on. One doesn't have to be wealthy to have an estate plan. Even if you are of modest means, you have an estate and should...
Will Vs. Trust: What’s the Difference, and Which One Do You Need? Continue reading…

What Kind of Trusts Can I Use in My Estate Plan?

Posted on May 17, 2021
Estate planning is so important for a number of reasons. With the proper legal tools in place, you can find peace of mind and a sense of control in an otherwise uncertain future. While many people think of a will when estate planning is brought up, it is about so much...
What Kind of Trusts Can I Use in My Estate Plan? Continue reading…

The Importance of Trusts

Posted on January 1, 2020
Do I need a trust if I have a will? Wills and trusts are two of the most important estate planning tools. It is a common misconception that if you make a will, your estate plan is complete. In reality, wills and trusts are two unique estate planning tools, with one not able to replace...
The Importance of Trusts Continue reading…

Knowing the Essentials of Estate Planning in Orange County

Posted on December 17, 2019
  The Basics of Estate Planning with OC Wills & Trust Attorneys

We know that nobody likes to dwell on all of the details that come with end-of-life planning. Because of this, we’ve made it our mission to serve the people of Orange County with professional, friendly, and compassionate legal services to make these...

Knowing the Essentials of Estate Planning in Orange County Continue reading…

Including Your Pet in Your California Estate Plan

Posted on June 17, 2018
How can I ensure my pet is cared for after my death? Pets are part of the family for many Americans across the country.  About 85 million families, or 68 percent of U.S. households, have a dog, cat, or another type of pet.  Despite the high levels of pet ownership, few pet owners have included...
Including Your Pet in Your California Estate Plan Continue reading…

Creating a Spendthrift Trust

Posted on February 1, 2018
How can a spendthrift trust protect my heirs from creditors?

With a spendthrift trust, you can pass down assets to your heirs without concern that your assets may be rapidly spent by heirs or seized to satisfy creditors. A spendthrift trust comes with all of the benefits of a...

Creating a Spendthrift Trust Continue reading…

Setting Up a Trust for Minors

Posted on January 1, 2018
  What are the advantages of placing assets in a trust for my minor child?

Many younger parents put off estate planning, believing they have plenty of time to set aside assets for their children before their death. However, failing to create an estate plan that benefits your children now...

Setting Up a Trust for Minors Continue reading…

Charitable Giving Through Your Estate Plan

Posted on December 1, 2017
What is a charitable remainder trust? Giving to charity is a wonderful legacy to leave behind.  With your charitable donations, you can truly make a difference to a cause that you hold near and dear.  There are many ways both during your lifetime and after your death that you can give to charity.  Charitable giving...
Charitable Giving Through Your Estate Plan Continue reading…

Qualified Personal Residence Trusts Explored

Posted on November 17, 2017
Is a Qualified Personal Residence Trust (QPRT) an irrevocable trust? A Qualified Personal Residence Trust (QPRT) is a type of irrevocable trust that allows you to place your home or a secondary residence into the trust for tax benefits.  QPRTs are a popular estate planning tool that can help you to reduce the size of...
Qualified Personal Residence Trusts Explored Continue reading…

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Return home OC Wills & Trust Attorneys
Irvine  949-288-3598 Huntington Beach  714-844-0427 Anaheim  949-989-4955
  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
    • Forms
    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
  • Blog
  • Contact Us
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  • Home
  • Practice Areas
    • Estate Planning
    • Estate Tax Planning
    • Trusts and Estate Planning
    • How to Avoid Medi-Cal Estate Recovery
    • Securing Your Children’s Future
    • Special Needs Trusts
  • About Us
    • Our Estate Planning Process
    • Meet Our Team
    • Testimonials
    • Huntington Beach Location
  • FAQs
    • Estate Planning 101 & Trusts FAQs
    • Estate Tax Planning FAQs
    • Non-Traditional Families FAQs
  • Resources
    • Articles & Publications
    • Forms
    • Past Workshop Hosts
    • Free Health Care Directive Webinar
    • The Advisor’s Role in Estate Planning
  • Blog
  • Contact Us
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