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Articles Posted in Living Trust Attorney in Rancho Mission Viejo California

Securing Your Family’s Future: The Power of Trusts in Estate Planning
Law Office of Jonathan D. Alexander, Esq.

In the heart of Orange County, California, there lived two married couples: Tom and Mary, and Jack and Susan. Both couples had successful careers, beautiful homes, and children they adored. They spent their weekends at the beach, enjoying the sun, and attending their children’s soccer games. Like many in their community, they knew estate planning…

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What is a Grantor Retained Annuity Trust?
Law Office of Jonathan D. Alexander, Esq.

A grantor retained annuity trust (“Grat”) is a type of irrevocable trust that allows the creator (the “Grantor”) to avoid or minimize gift and estate taxes while retaining the right to receive an annuity payment.  How Does a GRAT Work? Here’s a high-level overview of how a GRAT operates:  What are the Benefits of a…

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The pandemic had me thinking very seriously about my outdated Will, I contacted the Law Office of Jonathan D. Alexander and he quickly eased my mind about all of the details of my estate and outdated will.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