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Orange County Estate Planning Blog | Your Estate Planning Solution

Estate planning and the choices one makes about his or her own life and death are as unique as the individual. This blog was designed to educate individuals, families, and business owners about the many legal and non-legal options and aspects of estate planning through a collaborative approach of individuals specializing in various succession planning field.

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Orange County Estate Planning Blog | Your Estate Planning Solution | ocestateplanningblog.com Reviews

https://ocestateplanningblog.com

Estate planning and the choices one makes about his or her own life and death are as unique as the individual. This blog was designed to educate individuals, families, and business owners about the many legal and non-legal options and aspects of estate planning through a collaborative approach of individuals specializing in various succession planning field.

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1

FAQ's | Orange County Estate Planning Blog

http://ocestateplanningblog.com/faqs

Probate is the process of transferring assets owned by a decedent to his beneficiaries or heirs. Does my estate go through Probate if I have a Will? Yes If you only have a Will, your estate will be subject to Probate. The difference between having a Will and not is that with a Will, you designate your beneficiaries. If you do not have a Will, the State of California has statutory provisions for the distribution of your estate. How do I avoid Probate? What is a Trust? Do I need a Trust to avoid Probate?

2

6 Life Changes That Require A Review of Your Estate Plan | Orange County Estate Planning Blog

http://ocestateplanningblog.com/estate-planning/6-life-changes-that-require-a-review-of-your-estate-plan

6 Life Changes That Require A Review of Your Estate Plan. June 3, 2013. No Comments ↓. Posted in Estate Planning. Creating an estate plan is the first step to protecting yourself, your family, and your assets. It not a one-time transaction though. In order to make sure your estate plan does what you want it to do, you need to review it periodically. Several changes in your life require changes to your estate plan so that it stays up to date:. Death of a spouse. Addition of a Child:. To ensure that your e...

3

How to Avoid Family Conflict In Your Estate Plan | Orange County Estate Planning Blog

http://ocestateplanningblog.com/estate-planning/how-to-avoid-family-conflict-in-your-estate-plan

How to Avoid Family Conflict In Your Estate Plan. May 15, 2013. No Comments ↓. Posted in Estate Planning. Unfortunately, money has a habit of bringing out the worst in people, even in the best of families. One of the most important reasons to get your California estate plan handled is to keep your family out of conflict. And, yet, without the right counsel, your estate plan could actually cause conflict! Here’s what to do to make sure that’s not the case for your family:. Consider how you can begin to tr...

4

Disclaimer | Orange County Estate Planning Blog

http://ocestateplanningblog.com/disclaimer

IRS Circular 230 Disclosure. To ensure compliance with requirements imposed by the IRS, please be advised that any U.S. federal tax advice contained in this communication (including any attachment) is not intended or written to be used or relied upon, and cannot be used or relied upon, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein. Paula Clarkson, Esq. Santa Ana, CA 92705.

5

About Authors | Orange County Estate Planning Blog

http://ocestateplanningblog.com/about-authors

Paula Clarkson has been designated as a certified specialist in Probate, Estate Planning and Trust Law by the California Board of Legal Specialization. She has great compassion for her clients, quickly earning their trust through her patient approach, practical advice, and straightforward. Durable Power of Attorney. Last Will and Testament. Paula Clarkson, Esq. Patner at Merhab Robinson, Jackson and Clarkson, A Professional Corporation. 1551 N. Tustin Ave., Suite 1020. Santa Ana, CA 92705.

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