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July 2015 Archives

Transferring assets to a testamentary trust: Can it be done?

Testamentary trusts are some of the most common kinds of trusts in estate planning, and for a very good reason. These trusts offer estate planners numerous tax-related and other benefits. Best of all, they are fairly inexpensive to create.

Medical pre-planning: Advanced health care directives

Orange County patients are more involved now, perhaps more than any time in the past, in making decisions about the medical care they receive. There are times when a person is unable to exercise that control. Serious injuries caused by an accident and physical or mental limitations late in life may rob a person of the ability to make these choices.

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