Skip to content
  • Home
  • About Us
  • Services
  • Contact Us
  • Blog
  • Privacy Policy

Trust & Estate Planning Lawyer in Anaheim California

Protect your assets and your loved ones working with an Anaheim Trust & Estate Planning Lawyer

Blog

Disclaimer Trusts: What Are They and How Do They Work?

Posted on December 13, 2022December 14, 2022 by Rebecca Sommer

When should I consider a disclaimer trust? Imagine you’re in the grocery store and you overhear this conversation: “I love my kids, but since they’ve both become really opinionated it feels like every family get together there’s some kind of fight. Sometimes

Read More
Trusts Leave a comment

What is a Probate Avoidance Trust?

Posted on November 23, 2022November 23, 2022 by Rebecca Sommer

Overview of Probate avoidance trust If you are single, if you are married but have very limited assets (and do not mind the surviving spouse making any changes they want after your death), or if all of your estate is going to

Read More
Trusts distribution of wealth, estate planning tools, incapacity, minor child, probate, revocable trust Leave a comment

What’s the Process of Setting Up A Trust?

Posted on October 12, 2022November 23, 2022 by Rebecca Sommer

  The Trust Process Includes: Draft the Trust Documents Draft a “Pour Over” Will Fund the Trust Rest Easy Trust Set Up Process You’ve decided you want a trust, done all the research (or worked with an attorney), and know what kind

Read More
Trusts estate planning tools, revocable trust, trust Leave a comment

Advance Health Care Directives

Posted on October 5, 2022December 14, 2022 by Rebecca Sommer

The importance of outlining your health care wishes now Do you remember the Terri Schiavo case in Florida? If you don’t, here’s a quick refresher. Terri Schiavo was on life support for several years. After years of unsuccessful treatment, her husband filed

Read More
Estate Planning (in general) Leave a comment

Power of Attorney: Who Needs One and Why?

Posted on September 21, 2022September 26, 2022 by Rebecca Sommer

Power of Attorney: Who Needs One and Why? A power of attorney is a legal document that authorizes someone else to act on your behalf, as your agent. It can be limited and only give power in a specific area and/or account.

Read More
Estate Planning (in general) Leave a comment

Not Everyone Needs a Trust

Posted on September 7, 2022September 26, 2022 by Rebecca Sommer

Wait…what do you mean when you say not everyone needs a trust? If you’ve been doing research on estate planning, you’ve likely read article after article discussing the importance of a trust, how trusts work, and the pros and cons of different

Read More
Estate Planning (in general), Trusts 1 Comment

I’ve decided I want a trust…now what?

Posted on August 31, 2022December 12, 2022 by Rebecca Sommer

What this post covers: Why does the type of trust matter? What types of trusts are there? What about a pet trust or other terms? What to consider in setting up a trust After reading all about how wonderful trusts are, you

Read More
Trusts distribution of wealth, revocable trust, trust Leave a comment

Are revocable trusts really worth the hype?

Posted on August 22, 2022October 12, 2022 by Rebecca Sommer

What’s the fuss with revocable living trusts, anyway? If you’ve looked into estate planning, chances are you quickly came across revocable living trusts. These trusts reign as the king of estate planning tools. But are revocable trusts worth the expense or is

Read More
Trusts distribution of wealth, incapacity, minor child, probate, revocable trust Leave a comment

What is Estate Planning?

Posted on June 24, 2022November 23, 2022 by Rebecca Sommer

About Estate Planning At its simplest, estate planning ensures YOUR wishes are followed and makes the estate process as easy for your loved ones as possible. An estate plan will help you reach your goals, whether you want to avoid  probate ,

Read More
Estate Planning (in general) distribution of wealth, estate planning tools 1 Comment

Recent Posts

  • Disclaimer Trusts: What Are They and How Do They Work?
  • What is a Probate Avoidance Trust?
  • What’s the Process of Setting Up A Trust?
  • Advance Health Care Directives
  • Power of Attorney: Who Needs One and Why?

Categories

  • Estate Planning (in general)
  • Trusts
Built with BoldGridPowered By DreamHost