Thank You for Caring
Your visit is a step towards planning for everyone and everything you love.
We look forward to hearing your story - what matters to you - and designing a plan to keep your loved ones out of court and out of conflict if something should happen to you (or them).
In one sentence, we help families avoid collapse after the death or disability of a loved one.
To learn more about this important planning:
- Explore the Resources on this site;
- Join one of our Upcoming Events;
- Schedule a FREE 15-minute Consultation to speak with us personally; or
- Get Started on Your Plan By Scheduling a Family Wealth Planning Session
That is totally fine. It is normal to feel a little uneasy about estate planning.
Many of our happiest clients started just where you are right now. But when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?), they felt more at ease, educated and informed about this important planning than they ever had before. And they love the peace of mind that comes with knowing everything is set up the right way for themselves, their future, and their loved ones.
Thanks for your interest. I know you have a lot of options when it comes to legal planning. TrustCounsel PC provides Personal Family Lawyer services to residents of So Orange County.
Steps to Protect Your Family Now
- Create or update your Healthcare Directives;
- Name Temporary Guardians for your minor children, and plan for their protection if you are unable to be with them;
- Establish your Power of Attorney for Financial Management, so that your named Agent can take action for you if you can't; and
- Share these with those you've named, so that they are aware, ready, and prepared to act if needed.
Black Panther Star Chadwick Boseman Dies Without A Will-Part 2 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and … Read more
On Mon, my family joined the 100K ordered to evacuate as Southern California’s Silverado Fire approached. Driving to safety, I couldn’t help but think of everything we’d left behind…all our memories – art, books, family albums, heirlooms passed down through four generations…things my wife and I collected and curated during our life together… Now I … Read more
Black Panther Star Chadwick Boseman Dies Without A Will—Part 1 On October 15th, nearly two months after the death of Black Panther star Chadwick Boseman, his wife, Taylor Simone Ledward, filed documents with the Los Angeles probate court seeking to be named administrator of his estate. Earlier this year, Boseman and Ledward were married, and … Read more
Plan for the Changes Ahead No matter who you vote for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. As you’ll learn here, there are a number of reasons why you may want to start strategizing now … Read more
4 Reasons Why You Can’t Afford to Go Without An Estate Plan October 19th-25th, 2020 is National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t checked it off your to-do list, now is the perfect time to get it done. If you or anyone you love … Read more
No matter who you are voting for on November 3rd, you may want to start considering the potential legal, financial, and tax impacts a change of leadership might have on your family’s planning. And as you’ll learn here, there are a number of reasons why you should start strategizing now, because if you wait until … Read more
Being asked by a loved one to serve as trustee for their trust upon their death can be quite an honor, but it’s also a major responsibility—and the role is definitely not for everyone. Indeed, serving as a trustee entails a broad array of duties, and you are both ethically and legally required to properly … Read more
Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year. In addition to annual updates for inflation, the Coronavirus … Read more
While estate planning is probably one of the last things your teenage kids are thinking about, given the dire threat coronavirus represents, when they turn 18, it should be their (and your) number-one priority. Here’s why: At 18, they become legal adults in the eyes of the law, so you no longer have the authority to … Read more