Articles Posted in Living Trust Attorney in Rancho Mission Viejo California

Hello everyone, I’m Jonathan Alexander, an estate planning attorney at Alexander Legacy Law. Today, I want to discuss the seven most common mistakes people make with living trusts and how to avoid them. Understanding these pitfalls can help ensure your estate plan is both effective and efficient.  1. Not Creating a Living Trust The first…

When it comes to estate planning, one of the most frequently asked questions is whether or not to discuss your plans with your family. As an experienced estate planning attorney, I believe that open communication can be incredibly beneficial, but it must be done thoughtfully and strategically. Here are some insights and recommendations on how…

Social Security retirement benefits are a crucial aspect of retirement planning, offering a reliable source of income for those who have contributed to the system during their working years. Here’s an in-depth look at the key considerations for when to start receiving these benefits and the impact of different timing strategies. When Can You Start…

Since Bitcoin’s inception in 2009, cryptocurrencies have garnered significant attention from investors. Despite their inherent volatility and the dramatic collapses of several platforms in 2022, such as the FTX scandal, crypto assets have established a lasting presence. As of October 2023, an estimated 100 million cryptocurrency wallets exist worldwide, collectively valued at approximately $1.27 trillion.…

Real property often forms the bedrock of many estate plans, requiring careful attention due to its complexity. Unlike distributing cash or family heirlooms, real estate transactions involve mortgages and insurance, making them more intricate. Take it from me, an estate planning attorney: it’s crucial to handle these transactions carefully, especially when transferring property to a…

Structure is Critical When managing a trust in California, whether due to the death or incapacity of the trustee, it’s crucial to adhere to a structured process. This blog post provides an overview of that process, highlighting the critical steps involved in trust administration.  Understanding Trust Administration Trust administration is a systematic approach, generally starting…

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…

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…

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…

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…