Category Archives: Orange County Estate Planning Attorney

The Basics of establishing an estate

Estates are extremely useful and necessary tools to provide loved ones peace once you are gone. The first basic step of creating an estate is to create a trust. A trust is simply an agreement between the creator of the trust and the person managing the trust. Nowadays, these can even be the same person…
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Estate Taxation 2012

When considering having a trust prepared, it is wise to be aware of the tax consequences.  Tax laws often change, which would mean you may need a new trust drafted each time the tax consequences are changed to effect your estate.  California currently has no estate or inheritance tax.  Federal taxation rules are currently unstable. …
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