Category Archives: Estate Planning Basics 101
Estate Planning for Millennials
When people find out that I’m an orange county estate planning attorney, most people’s eyes glaze over immediately. At best, they respond with something to the effect of “you work with rich people.” I agree, there is nothing sexy about estate planning. However, estate planning is not just for old rich people. In fact,… Read More »
Trust or Bust? 8 Biggest Estate Planning Mistakes
8 Biggest Estate Planning Mistakes Not all estate plans are created equal. Here are the 8 biggest estate planning mistakes as identified by a recent article on CNBC.com. I often see these mistakes from clients who attempted to draft their own trust or used a legal preparation company (We The People or LegalZoom.com). However,… Read More »
Should You Write Your Own Will or Trust?
Often times I’m asked, “can you write your own Will or Trust?” The simple answer is yes, you can write your own Will or Trust. However, you can also perform your own surgery, invest your own assets and buy your own house. But as a doctor, financial advisor and real estate agent will tell… Read More »
Guardianships: Don’t Think You Need an Estate Plan? What Happens to Your Child if You Die?
If you need one reason, and one reason alone to set up a trust, it should be for your children. Many people delay setting-up their estate plan for a whole host of reasons (e.g., “I’m too young,” “I have more important things to address now,” “estate plans are only for wealthy people,” etc.). I… Read More »
