senior couple meets with financial advisor

End-of-Year Checklist: Essential Items You Need to Include in Your Estate Plan

Creating an estate plan isn’t usually a one-and-done event. Estate plans require occasional reviews with an estate planning attorney to ensure documents are accurate and continue to reflect your desires. The end of the year is the perfect time to go over your estate plan and make any necessary changes.

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woman signing will

Ensure Your Final Wishes Are Honored: Opt for a Revocable Living Trust Over a Will

Planning for the future is essential, and at OC Wills & Trusts, we understand the importance of ensuring your final wishes are honored. While wills are a common tool for estate planning, a revocable living trust offers distinct advantages that can better serve your needs. This blog explores why a revocable...

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Homestead Exemption

t is always an unexpected pleasure when amendments to government statutes provide benefits instead of increased costs. Fortunately, as of January 1, 2021, this has happened relative to homestead exemptions in California. The plan used previously has been replaced by a more sensible one with several advantages to homeowners. Nonetheless, as is...
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