Recent Posts in Estate Planning Category

  • Why Do I Need to Plan My Estate?

    || 6-Sep-2017

    Planning your estate requires much more than just figuring out your will. The purpose of an estate plan is to help you understand your financial needs and ensure your heirs are provided for in the best possible way. An estate plan not only makes the process of distributing assets and legacy wishes easier, but can also help you and your heirs pay significantly less in taxes, fees, and court costs. ...
    Continue Reading
  • New CA Law Allows Easy Way to Keep Homes Out of Probate

    || 4-Apr-2016

    In September 2015, California Governor Jerry Brown signed a bill into law allowing Californians to use revocable transfer on death deeds for real estate. Otherwise known as a "Poor Man's Trust," these deeds allow homeowners to leave their property to their heirs without the need for probate, a traditionally costly and complicated process. Revocable transfer on death deeds are ...
    Continue Reading
  • Be Careful When Leaving Monetary Gifts to Caregivers

    || 8-Mar-2016

    Elderly people who receive care in their home or in a nursing facility sometimes have a desire to leave a monetary gift to a caregiver. While this is a perfectly reasonable and understandable desire, if done in an incorrect fashion, certain snags can arise that prevent the caregiver from ever receiving the funds. What is a Certificate of Independent Review? California has several laws in place to ...
    Continue Reading
  • I'm So Young! Do I Really Need to Start Creating My Estate Plan?

    || 24-Aug-2015

    If you're young, the top priorities on your mind are probably education, advancing your career, traveling the world, or meeting new people. Understandably, you aren't very likely to be worrying about the far end of your future, especially when it comes to planning out your estate. As distant or unrelated as a topic as estate planning might seem right now, that does not make it any less ...
    Continue Reading
  • Can You Afford an Estate Planning Lawyer?

    || 17-Jul-2015

    Many individuals are faced with this question. In their review of legal documents, trying to do a will or responding to inquiries (from relatives, beneficiaries or taxing agencies), this question often arises. Thinking of saving money (who doesn't want this) they reply, "No." With a "do-it-yourself" rush, they ignorantly plunge headlong into areas better left to the ...
    Continue Reading
  • Fight Over Spanish Will Shows Value in Probate Attorneys

    || 23-Jan-2015

    The four daughters of industrialist Julio Muñoz Ramonet have been locked in a court battle with the Spanish city of Barcelona for over two decades over the validity of their father's. Why? His most recent, unknown will left all the property to the city. This extensive litigation process highlights why it is so important to hire and retain an estate planning attorney that you trust to ...
    Continue Reading
  • When In Life Should I Begin the Estate Planning Process?

    || 20-Aug-2013

    Growing up as children, we so easily believed that life would go on forever, because we didn't understand what death really meant. It wasn't until you experienced the loss of a loved one that you began to understand what life really means and that it does not go on forever. In fact, you likely learned that life can be taken in the blink of an eye by a tragic freak accident or because of an ...
    Continue Reading
  • States in Which Not to Die

    || 29-Jan-2013

    STATES IN WHICH NOT TO DIE Under recently passed federal law, families of individuals who die in the year 2013 with estates valued at less than $5,250,000 will not have to pay a federal estate tax. This exemption from federal estate tax can be doubled for married couples. This is not the case at the state level, however, as states have different inheritance tax rates and different exemptions. Does ...
    Continue Reading
  • Why You Should Hire an Estate Planning Attorney

    || 27-Dec-2012

    Many individuals wonder why they should hire an estate planning attorney. One significant reason that everyone should keep in mind is that one missing signature or wrong word can change the intent of a trust or will. Estate planning is serious business, which is why it requires a serious approach. Complex State Laws State laws are very stringent on what can and cannot be included in a will or ...
    Continue Reading
  • Helpful Tips for Executors

    || 6-Jul-2012

    If someone named you as the executor to their estate, sometimes called the "personal representative," then they have placed a great deal of trust and faith in you. Now that you are the executor for the estate, it's your responsibility to manage the assets responsibly and ensure that all debts are paid off, and to ensure that all creditors are paid, and most importantly, it's your ...
    Continue Reading
  • Your Health Care Power of Attorney

    || 28-Nov-2011

    Most people’s estate plans have a “Health Care Power of Attorney” or “Advanced Health Care” document. This document guides the medical practitioner when the patient cannot communicate his or her medical wishes. It is of utmost importance that this Health Care document precisely states the medical care that the patient’s agent can authorize. The Center for ...
    Continue Reading
  • I Can Draft My Own Will/Trust, Can't I?

    || 8-Jul-2011

    Sure you can. You can also fly a plane, fix a jet engine, repair your IPhone, and install your own tankless water heater. But not without some training and experience will you be able to succeed. But, you say, wills are easy. I can copy grandmother's will. Of course you can. Why bother about President Obama's 2012 fiscal year budget that now includes 5,100 new IRS agents to chase down that ...
    Continue Reading
  • Welcome to our Estate Planning Blog

    || 31-Jan-2011

    We are pleased to announce the launch of our Estate Planning Blog with an RSS feed available at Blog/Entire-Blog-Feed/RSS.xml
    Continue Reading

Contact Our Firm

Have questions? We offer a free initial consultation. Send us a message below to get started.

Send Your Message
Orange County Estate Planning Attorney

Office Location:

P. Arnsen Blakely
Orange County Estate Planning Attorney
1111 Bayside Drive, Suite 228,
Corona del Mar, CA 92625
Local Phone: 949.220.2492
View Map

Call for a free consultation

714.908.4230

Follow Us On:

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.