Articles Posted in Revocable Living Trust

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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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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Secure Your Children’s Future: A Single Parent’s Guide
Law Office of Jonathan D. Alexander, Esq.

As a single parent, you constantly juggle numerous responsibilities while ensuring your children’s future is bright and secure. I understand that your primary goal is to safeguard their future. I’m Jonathan Alexander, an experienced Orange County Estate Planning Attorney, with a passion for helping individuals, families, and business owners protect their assets and loved ones.…

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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 Caring.com’s 2022 Wills Survey, over 66% of Americans believe that having an estate plan is important, but only 1 in 3 Americans…

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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…

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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…

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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...

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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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