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Articles Posted in California Estate Planning Attorney

Understanding Living Trusts: A Simple Guide
Law Office of Jonathan D. Alexander, Esq.

Imagine all the things you own—your car, your savings, maybe even a house. Right now, they belong to you, but have you ever thought about what happens to them if you’re not around anymore? Let’s dive into why setting up a living trust is a smart move.  What Happens to Your Things When You’re Not…

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How to Structure an Estate Plan: Lessons from the Rockefellers
Law Office of Jonathan D. Alexander, Esq.

Estate planning might sound like something only the super-rich need to worry about, but it’s actually a crucial step for anyone looking to secure their financial future and ensure their wishes are respected. One of the most famous examples of successful estate planning comes from the Rockefeller family, known for their immense wealth and philanthropic…

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Why You Might Think Twice Before Adding Your Kids to Your Home Title
Law Office of Jonathan D. Alexander, Esq.

Hello everyone, let’s dive into a topic many families consider: whether or not to add your children to the title of your home. It’s a common question, especially among parents looking to simplify inheritance. But, is it really as straightforward as it seems? Let’s explore. Adding Kids to Your Home Title Many think adding their…

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4 Reasons Why Every American Needs a Trust
Law Office of Jonathan D. Alexander, Esq.

As someone who has worked with many people to plan their estates, I’ve learned something important: having a trust is crucial for everyone, and here are 4 Reasons Why Every American Needs a Trust.  1. A Trust Keeps Your Things Organized A trust is like a big box where you can keep all your important…

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What is a Business Succession Plan and Why is it Important for Business Owners?
Law Office of Jonathan D. Alexander, Esq.

For business owners in California, the thought of transitioning their business may be daunting. Without a proper business succession plan in place, the future of their company, their hard work, and the livelihoods of their employees may be at risk. Failing to plan for this crucial step can lead to a lack of clarity, disputes…

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Preserving Family Harmony: The Power of Estate Planning
Law Office of Jonathan D. Alexander, Esq.

As an experienced estate planning attorney in Orange County, California I have witnessed firsthand the profound impact that conflicts over inheritances can have on families. It is heartbreaking to see hard-earned legacies torn apart by disputes and strained relationships among loved ones. Today, I want to address your concerns and shed light on the primary…

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Choosing the Right Guardian for your Children
Law Office of Jonathan D. Alexander, Esq.

As an experienced estate planning attorney in Orange County, I have had the privilege of helping numerous families protect their loved ones and secure their assets for generations to come. Today, I want to address a topic close to every parent’s heart: ensuring the well-being of your children. In this blog post, we will explore…

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An Executive’s Guide to Estate Planning
Law Office of Jonathan D. Alexander, Esq.

Hello, I’m Jonathan Alexander. As an Estate Planning attorney with over two decades of legal experience in Orange County, I’ve seen the challenges faced by executives like yourself. With high salaries, stock options, and investments, protecting and efficiently managing your wealth is critical. Today, let’s discuss the story of David, a successful executive, and how…

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Providing For Minor Children In An Estate Plan
Law Office of Jonathan D. Alexander, Esq.

Once upon a time, in a small town nestled in the heart of Orange County, lived a loving and hardworking couple, Robert and Linda. Like many parents, they cherished their two little angels, Jack and Emily, more than anything in the world. They wanted nothing but the best for their children and worked diligently to…

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The Essential Blueprint to Estate Planning for Young Families
Law Office of Jonathan D. Alexander, Esq.

Visualize this. You’ve poured blood, sweat, and tears into building your wealth. You and your spouse have nestled comfortably into a home in the heart of Orange County, have a vibrant young family, and your financial horizon is shimmering with promise. But what happens when life throws a curveball? Such a thought may be uncomfortable,…

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Client Reviews

The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will. He handled every detail from end to end and I was able to complete my Living Trust with no...

Joanne T.

I am so grateful to have been able to work with Jonathan. I knew I wanted to have a Living Trust and I had no idea what to expect going into the process. Jonathan was easy to talk to and explained the process thoroughly of what was required. He was patient with my multiple questions and replied in a...

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