Articles Posted in Revocable Living Trust

Why Don’t You Have an Estate Plan Yet? 
Law Office of Jonathan D. Alexander, Esq.

Did you know that it’s National Estate Planning Awareness Week?  In 2008, the U.S. Congress passed House Resolution 1499 designating the third week in October as National Estate Planning Awareness week.  According to’s 2022 Wills Survey, over 66% of Americans believe that having an estate plan is important, but only 1 in 3 Americans…

Continue reading ›
What Is the Unlimited Marital Deduction?
Law Office of Jonathan D. Alexander, Esq.

The unlimited marital deduction is part of the United States Federal Estate and Gift Tax law.  The law allows married U.S. citizens to transfer an unlimited amount of property and money to their spouse at any time free of any taxation (both estate and gift taxes).  These spouse-to-spouse transfers are not taxed.  The largest transfers…

Continue reading ›
What is a Revocable Living Trust?
Law Office of Jonathan D. Alexander, Esq.

A revocable living trust is a type of trust that can be modified during the creator’s lifetime.  California residents commonly use revocable living trusts to: Name the individuals who will inherit your property (your “beneficiaries”). Avoid probate (a time consuming and expensive court proceedings where a judge determines who inherits your money and property). Avoid…

Continue reading ›

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The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will.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...

Google reviewer

Get in Touch

  1. 1 Dedicated Representation
  2. 2 Virtual/Online Meetings
  3. 3 Protect What Matters Most
Fill out the contact form or call us at (949) 334-7823 to schedule your consultation.

Leave Us a Message