Articles Posted in Trusts

What Should Residents of Rancho Mission Viejo California Know about How a Living Trust Works?
Law Office of Jonathan D. Alexander, Esq.

How Does a Living Trust Work? A living trust is one of the most efficient estate planning tools available but there are some common misconceptions. According to a survey made by only 42% of responders have created or prepared an estate plan. There are three reasons why someone may put off their estate planning:…

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Common Mistakes Rancho Mission Viejo Residents Should Avoid When Setting up a Revocable Living Trust
Law Office of Jonathan D. Alexander, Esq.

Common Mistakes with Living Trusts One of the first things we tell our clients is that the key to better protection for your assets is to prepare and fund your trust correctly. If you do not take the right steps, your family may end up in probate court. Failing to properly prepare will cost you…

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14 Benefits of a Living Trust
Law Office of Jonathan D. Alexander, Esq.

A living trust is a legal document that describes how you want to transfer your assets when you die. In this fashion, it’s like a will but creating a living trust centered estate plan has several advantages. It allows you to avoid probate. The transfer of your assets can remain confidential. If you merely have…

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Top 10 Reasons Why Estate Planning is Important
Law Office of Jonathan D. Alexander, Esq.

10 Reasons Why It’s Important to Have an Estate Plan Proper estate planning ensures that you control the distribution of your assets. It also protects your family, avoids taxes, and eliminates future controversies. Bottom line, it makes sure you have a trusted party to protect your affairs. If you want your loved ones and assets…

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The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will.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