Protect Your Assets by Planning Your Estate
Looking for an estate planning attorney Orange County, CA, residents rely on? Our expert attorneys are here to help. Composing an estate plan is crucial to protecting your family, business, and yourself. California inheritance laws are complicated. Therefore, planning your estate should always be done with an expert estate planning attorney.
Our estate planning attorneys will help you protect your assets. We can suggest and advise on various insurance policies and trusts to preserve you and your family’s wealth. For this reason, hiring a Law Stein Anderson estate planning attorney means peace of mind that your loved ones will be taken care of.
Some of the tasks involved in estate planning include:
- Creating a will or living trust
- Naming an executor of the estate
- Establishing guardians for dependents
- Setting up durable power of attorney for financial and medical decisions
- Creating a healthcare directive
- Naming of beneficiaries on insurance policies
How an Estate Planning Attorney in Orange County CA Helps Protect Your Family
When we draft your estate plan, you can rest assured that your family will avoid a prolonged probate process. Moreover, when you have a Law Stein Anderson attorney on your team, settling an estate no longer becomes a confusing or drawn-out process.
Unfortunately, disputes about your estate may arise after your death, even with an estate plan intact. However, a Law Stein Anderson estate planning attorney will help your family navigate disputes. We strive hard to accurately reflect your wishes in your estate plan and execute them according to your instructions. Furthermore, we can review your plan periodically. This review makes certain that it adheres to all current California laws and that no legal issues emerge for your family.
Our goal is to develop an approach which best serves our clients’ needs in a cost-effective manner, including minimizing state and federal tax burdens to assure that assets pass to the intended beneficiaries. In addition, we provide you with the guidance necessary to ensure that all of your documents are properly prepared.
Whether you are looking for a will, power of attorney, or health care proxy, or require more sophisticated planning involving the use of living trusts, we are here to advise, plan, and help you realize your personal and financial goals.
Read our latest articles on estate planning:
California Estate Planning Update: Proposition 19 Adjustments and 2025 Tax Law Changes
In our recent newsletter, Nate Loftin, Esq. highlights Proposition 19 Adjustments and 2025 tax law changes that may impact your California estate plan. Sign up for our newsletter at the link below to stay informed of the latest policy shifts. Proposition 19: Adjusted Exclusion Amount The California State Board of Equalization announced a 2.15% increase…
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Simultaneous Deaths & Estate Planning
Simultaneous deaths, the rare occurrence whereby two people who are beneficiaries of each others’ estates die within short succession of each other, can pose a huge wrinkle to even careful estate planning. With the recent notoriety around this possibility due to the deaths of actor Gene Hackman and his wife Betsy Arakawa, who died within…
Escheatment, Intestacy, and the Cost of Doing Nothing
The consequences of dying without estate planning, even if it’s just a will, can be catastrophic. Not only is there no guarantee that your assets will be disbursed according to your wishes, there’s no guarantee that they will be disbursed to the inheritors you wish at all. Without proper estate planning, there are considerable risks…
Continue Reading Escheatment, Intestacy, and the Cost of Doing Nothing