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Estate Planning Attorney

 Orange County, CA
(949) 290-7156

Estate Plan Benefits

Our clients have worked hard to build their assets.  We assist clients in preserving those assets for their beneficiaries efficiently and effectively. 

Estate planning is the process of:

• identifying the persons inheriting the principles assets
• identifying the persons who will care for your minor children and their financial well-being
• minimizing tax liability and associated costs
• identifying the persons who will make important healthcare and financial decisions if one becomes incapacitated

How an Estate Plan Works

A well thought out and well drafted estate plan accomplishes three objectives 1. provides for the clients care during their twilight years, 2. directs the transfer of assets upon death to the intended persons, and 3. minimizes tax liability. 

An estate is the total property, real and personal, owned by an individual prior to distribution. Real property is real estate and personal property includes everything else, for example cars, household items, and bank accounts. Estate planning distributes the real and personal property to an individual's heirs.

Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. A major concern for drafters of estate plans is Federal and state tax law.

Wills and trusts are common ways in which individuals dispose of their wealth.  Trusts, unlike wills, have the benefit of avoiding probate, a lengthy and costly legal process that oversees the transfer of assets. Sometimes, though, it will be useful to make inter vivos gifts (gifts made while the donor is alive) in order to minimize taxes. The Federal Gift Tax exempts certain levels of lifetime gifts.

With the assistance of a competent Orange County estate planning firm, our clients can leave clear directions to their loved ones regarding their care and distribution of their estates.  Furthermore, by carefully planning our clients may themselves and their beneficiaries considerable time and expense of court expenses and litigation.

Estate Planning Attorney

As an estate planning firm based in Orange County, Ca, we provide comprehensive estate planning services including wills, trusts, power of attorney, and advance care directives for a full range of clients from high net worth to working class.