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Estate Planning Attorney Orange County CA

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 estate planning attorney means peace of mind that your loved ones will be taken care of. 

Estate Planning Attorney Orange County CA

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 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 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:

A Verdict Is Found in the Case of Aretha Franklin’s Two Wills

Aretha Franklin owned four homes at the date of her passing in 2018. The emergence of two handwritten wills several months after her death sparked a dispute between her sons. They disagreed on what their mother’s true intentions were concerning her real estate and other assets. Kecalf Franklin and Edward Franklin sought to establish the…

Continue Reading A Verdict Is Found in the Case of Aretha Franklin’s Two Wills

The Era of Estate Planning Considerations for Unmarried Couples

By Allison C. Gordon, Esq. “All they keep askin’ me is if I’m gonna be your bride…”-Taylor Swift, Lavender Haze More and more commonly, the answer is “no.” However, an increasing number of couples choose to live together and start families without getting married. In fact, according to research conducted by the Pew Research Center,…

Continue Reading The Era of Estate Planning Considerations for Unmarried Couples

The Corporate Transparency Act (CTA) Could Impact Your Estate Plan

Starting on January 1, 2024, the Corporate Transparency Act (CTA) will require certain business entities to file a report detailing the ownership of their entity. Lawmakers designed this new law to combat money laundering, tax fraud, and other illegal acts. For this reason, if you have an entity as part of your existing estate plan,…

Continue Reading The Corporate Transparency Act (CTA) Could Impact Your Estate Plan