Category: Estate Planning

When people think about creating a trust, they often focus on property management and asset distribution. While those are important benefits, trusts offer much more. A well-structured trust can provide financial oversight, protect assets from legal claims, minimize taxes, and ensure your loved ones receive support according to your wishes. Whether you...

Estate planning is the process of managing and distributing your property both during your lifetime and after your passing. It involves creating a structured plan that ensures your assets are protected, invested wisely, and transferred according to your wishes while making the most of applicable laws. Without an estate plan, decisions about...

An estate plan isn’t a one-and-done document—it’s a living plan that should evolve as your life changes. From major milestones to unexpected events, there are many reasons why it’s essential to revisit and update your estate plan. Regular reviews help ensure your wishes are honored, your loved ones are protected, and...

When a spouse passes away, their unused exclusion amount can play a crucial role in estate planning for the surviving spouse. At OC Trial Group, APC, we recognize the significance of this provision and provide insights into what happens to the deceased spouse’s unused exclusion amount and how it impacts estate...

Deciding how to distribute your assets in a will is a significant aspect of estate planning. However, what happens if you choose to exclude your spouse from your will? At OC Trial Group, APC, we understand the implications of such decisions under California law and aim to provide clarity on potential...

Preparing for a meeting with your estate planning attorney is an essential step in ensuring your wishes are accurately reflected in your estate plan. At OC Trial Group, APC, we understand the importance of thorough preparation and guide you in determining what documents and information you should bring to your

Your business and rental properties are valuable assets that require careful consideration in your estate planning strategy. Below, we discuss what you need to know about including your business and rental properties in your estate plan: 1. Conduct a Comprehensive Asset Inventory. The...

Estate planning is often viewed as something to worry about later; after all, if you can give money and assets to your loved ones while you're alive, why bother with complex inheritance plans? This perfectly reasonable question has led many to consider giving while living as an alternative to...