Estate Planning Newsletter
California Estate Planning • OC Elder Law
For your convenience, you may access the current and past issues of our
monthly estate planning email newsletter:
We also offer an interactive version:
Estate Planning Hazards (May 2015)Road hazards can be easy to avoid, if you know where they are.
Whether on the road or in your estate plan, two potential hazards to identify
and avoid are common mistakes made when planning for beneficiary designations
and joint ownership.
Crucial Coordination (April 2015)Many things in life require attention to detail and sequence
to get the desired result, whether making a double play or creme brulee.
So it is with coordinating your estate plan with your retirement plan
and your long-term care plan.
No Federal Estate Tax, No Problem? (March 2015)The non-tax issues of estate planning cut to the very heart
of our lives, work and families. Regardless of whether you may or may
not incur a federal estate tax liability, issues of
personal dignity, family conflict and your
life’s legacy are fundamental to proper estate planning.
Sweetheart Wills (February 2015)Are you married? Have you considered creating an estate
plan to provide for your spouse if something untoward happened to you?
Perhaps it is time for you and your beloved to make matching “sweetheart
wills” to legally reflect your intentions.