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…
Continue reading ›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…
Continue reading ›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…
Continue reading ›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,…
Continue reading ›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.…
Continue reading ›A charitable lead trust (CLT) is a trust where assets are transferred to a trust for the benefit of a charitable entity. The CLT then makes payments to one or more charities for fixed duration of time or for the lifetime of a selected individual. When the CLT’s term ends, the remaining assets are transferred…
Continue reading ›A charitable remainder trust or (CRT) is a type of irrevocable trust that allows the person who creates it (called the “Grantor”) to receive income from the trust and even split the income with other beneficiaries for a period of time. After the period expires, the assets that remain in the trust are gifted to…
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