California Estate Planning • OC Elder Law

For your convenience, you may access the current and past issues of our monthly estate planning email newsletter:

03/10/2016 – OC Elder Law by Marty Burbank – Monthly eNews

02/10/2016 – OC Elder Law by Marty Burbank – Monthly eNews

01/12/2016 – OC Elder Law by Marty Burbank – Monthly eNews

12/10/2015 – OC Elder Law by Marty Burbank – Monthly eNews

11/10/2015 – OC Elder Law by Marty Burbank – Monthly eNews

10/06/2015 – OC Elder Law by Marty Burbank – Monthly eNews

09/10/2015 – OC Elder Law by Marty Burbank – Monthly eNews

08/11/2015 – OC Elder Law by Marty Burbank – Monthly eNews

07/09/2015 – OC Elder Law by Marty Burbank – Monthly eNews

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.