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Articles Posted in Rancho Mission Viejo California Estate Planning Attorney

Protecting Your Little Ones: The Importance of a Children’s Emergency Plan in Your Estate Planning
Law Office of Jonathan D. Alexander, Esq.

As parents, we all want to protect our children and ensure their safety and well-being. But life is unpredictable, and emergencies can happen when we least expect them. That’s why it’s important to have a comprehensive estate plan in place, especially if you have young children. Let’s explore the story of the Johnson family to…

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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 is a Charitable Remainder Trust?
Law Office of Jonathan D. Alexander, Esq.

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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10 Things You Should Know about Funding a Revocable Living Trust 
Law Office of Jonathan D. Alexander, Esq.

Most of my clients create living trust centered estate plans. Living trusts have several advantages over will-centered estate plans. Drafting the living trust; however, is just the first step. Properly funding your trust is critical to ensure that you are prepared for the future. An error in the funding process could result in your assets…

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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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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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