If you have a well-drafted estate plan in place, you'll ensure that your estate
passes to whom you want, when you want, and is carried out in the manner you've
chosen. You can rest assured that your family won't have to endure the public
process and costly matter of probate. The government won't be able to take what
you've spent a lifetime building. But you need to be aware of the many options
that exist in estate planning - and you must choose your estate planning attorney
wisely. We offer a wealth of free information and free estate planning/living
trust seminars for residents in and around the Orange County and San Bernardino County areas. Read our
Estate Planning News, or join
us for a free Estate
Planning Seminar in the Orange County or San Bernardino County areas. We want you to feel confident
about the choices you make - let us be your guide on the path toward preserving
your family's future.
Special Report: Estate Tax Repeal
Americans everywhere have been bombarded with radio
reports and newspaper articles discussing the possible repeal of the infamous
estate tax. On May 26th, 2001 both houses of Congress passed the
Economic Growth and Tax Relief Reconciliation Act of 2001, which we refer to as
the Act. The final ingredient required to make the Act a formal law was
President Bush's signature on the appropriate papers, which occurred on June 7,
2001. Our Consumer Alert explores the nuances of the new Act, and reveals what
the changes in law really mean.
Special Reports
Published by the American Academy of Estate Planning Attorneys, these special reports cover a wide range of subjects specific to the estate planning arena.
Top 10 Estate Planning Techniques
Learn about the latest techniques in estate planning and use them to protect your wealth.
Estate Planning Needs Checklist
Do you need an Estate Plan? View these questions to help you decide if an Estate Plan is right for you.
Estate Planning Checkup
This list of questions will help you decide if it's time for an estate plan meeting.
80 Commonly Asked Questions
Here, we provide 80 commonly asked questions.
Estate Planning & Related Forms
Complete our online forms to make amendment requests,
schedule appointments, and change your address. You may also download forms
for Client Asset Information, Anatomical Gifts, and more.
Calculators
Use our handy calculators in assessing your estate...the Personal Balance Calculator is a comprehensive list of your possible assets and liabilities, and aids you in estimating your estate's net value. The Estate Tax Calculator shows you what the government does with that net worth. The IRA MRD calculator will compute your minimum required distributions for an individual retirement account, based on your age and the dollar value of the IRA.
Consumer Poll
Sound off on issues of importance to estate planning consumers. You'll be able to see your vote count in the running tally of the Estate Planning Consumer Poll.
Estate Planning & Related Topics
