Estate Planning & Probate in Southern California & Washington 
Estate Planning Newsletter

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.

Meet the Crew

Compassion, Experience & Integrity
  • Marty  Burbank Photo
    Marty Burbank

    Attorney

    Marty Burbank wants to live in a world where children are healthy and safe, where seniors live without fear or pain, and where veterans are cared for and respected. Marty is a featured expert in estate planning and elder law by Forbes and was recognized by the Orange County Register as one of the 100 most influential people in Orange County. He frequently speaks about seniors, our military veterans, their benefits, and the legal issues related to their care and quality of life. Marty has ...

OC Elder Law

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