Thoughtful estate planning for everything you own and everyone you love.

Jerry O'Brien – Orange County, CA

Seal Beach CA

Estate planning is the process of using estate planning vehicles, such as wills and trusts to legally protect and distribute personal and corporate assets, as well as add a layer of protect the health and welfare of certain individuals.
Estate Planning Vehicles & Techniques Available:Estate Planning in Orange County CA

  • Wills & Living Wills
  • Trusts
  • Gifts
  • HIPAA Declaration
  • Powers of Appointment
  • Beneficiaries & Beneficiary Designations
  • Property Ownership (Joint Tenancy with Rights of Survivorship, Tenancy in Common, Tenancy by the Entirety)
  • Powers of Attorney (Durable Financial Power of Attorney, Durable Medical Power of Attorney, Health Care Power of Attorney)

Good estate planning focuses on taking care of you while you are well and providing you with the right tools, so you can indirectly retain control, while disabled. After you have passed on, good estate planning allows you to give what you want to whom you want when you want and in the manner that you want.
Estate planning allows one to:

  • Maintain control of property while alive
  • Take care of yourself, your spouse, any dependents and any other loved ones if become disabled
  • Give what you have to whom you want, the way your want, and when you want
  • Legally protect your assets from any tax, professional fee, and court cost

Gerard W. O’Brien & Associates strives to provide caring and compassionate client service. We want our clients to know that we are here to take care of them rather than sending them out the door with “documents”.
Gerard W. O’Brien counsels clients on ways to accomplish their goals including:

  • Ensure a surviving spouse has the ability to maintain his or her lifestyle with the least restrictions
  • Implement a disability protection plan that isn’t contingent upon a financial institution accepting your General Durable Power of Attorney
  • Minimize potential family conflicts regarding decisions about your healthcare and property distributions
  • Ensure your children are raised by your choice of guardian
  • Protect a surviving spouse from creditors, disgruntled son/daughter-in-laws divorcing out of the family, and bad judgment
  • Protect a child’s inheritance from divorce, creditors, and “sudden wealth syndrome”
  • Ensure business continuity or maxime the value upon the sale of the business after the death or disability of the owner
  • Avoid unnecessary costs, delays, and loss of privacy associated with probate
  • Leave a charitable legacy
  • Eliminate estate taxes

Gerard W. O’Brien & Associates also focuses on helping business owners plan for the “unique” transfer issues they are presented with and achieve their ultimate goal of taking care of family members. We also handle conservatorship proceedings and Medicaid qualification planning services for elderly clients and their families.