Stokely Estate Planning Law Firm

Stokely Estate Planning Law Firm The Stokely Estate Planning Law Firm handles all aspects of estate planning including: wills, trusts
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Last week, Philippine American Bar Association had their annual gala! What an amazing event attended by judges, attorney...
06/27/2023

Last week, Philippine American Bar Association had their annual gala! What an amazing event attended by judges, attorneys, and the community they support.

Third time (this year) being a moderator for  Trust and Estate’s committe’s webinar. This month the presentation is rega...
06/14/2023

Third time (this year) being a moderator for Trust and Estate’s committe’s webinar. This month the presentation is regarding Enforceable Releases: Protecting Your Trustee Clients.

We get this question a lot: can’t I just add my beneficiary’s name to my real property deed now so I don’t have to use a...
06/06/2023

We get this question a lot: can’t I just add my beneficiary’s name to my real property deed now so I don’t have to use a trust? Answer: we don’t recommend this! One big reason is that by transferring at your death through the trust, they get a “step up” in tax basis, resulting in tax savings when the property is sold.

Have questions about how this situation may work for you? Contact the Stokely Estate Planning Law Firm for your complimentary consultation. Website link in bio or call (714)400-2466.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

To all our clients and their families, happy Mother’s Day!
05/14/2023

To all our clients and their families, happy Mother’s Day!

Congratulations on completing your estate plan! This is a simple reminder that you should periodically review your compl...
03/29/2023

Congratulations on completing your estate plan! This is a simple reminder that you should periodically review your completed estate plan. Check things such as:

✅ your trustees are still able and willing to serve
✅ your listed beneficiaries are still the ones you want to receive your assets
✅ your schedule of assets correctly list your property

If you need to make amendments to your estate plan, contact the Stokely Estate Planning Law Firm today!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Hellooo spring! Who else is ready for warmer weather? If you’re getting ready to get your house in order (spring cleanin...
03/20/2023

Hellooo spring! Who else is ready for warmer weather? If you’re getting ready to get your house in order (spring cleaning), why not get your affairs in order too (estate planning)? Call or DM today for a complimenting consultation!

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Happy MLK day!! If you’re able, do something today to help with an injustice you see.
01/16/2023

Happy MLK day!! If you’re able, do something today to help with an injustice you see.

❗️Attention!❗️The federal estate and lifetime gift tax exemption has been increased to $12.92 million dollars per indivi...
01/13/2023

❗️Attention!❗️The federal estate and lifetime gift tax exemption has been increased to $12.92 million dollars per individual! This exemption represents the amount of a decedent's estate (including previously taxable gifts) that is exempt from federal estate tax.

Have questions on what this means for you? Contact the Stokely Estate Planning Law Firm and set up your initial consultation.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

We know there are many terms in the estate planning world, such as “trustee.” Let us help you understand them! Who is th...
01/11/2023

We know there are many terms in the estate planning world, such as “trustee.” Let us help you understand them! Who is the trustee?? Scroll to find out!

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this informat

First day of a new year always feels like a clean slate! We can create our intentions and goals for the year with 364 mo...
01/01/2023

First day of a new year always feels like a clean slate! We can create our intentions and goals for the year with 364 more days to complete them. Wishing you and your family a happy new year! May all your goals and aspirations ring true!!

May your day be filled with love and gratitude. Happy Thanksgiving from our family to yours!
11/24/2022

May your day be filled with love and gratitude. Happy Thanksgiving from our family to yours!

Happy Halloween! 🎃 Hope you all have some fun and stay safe tonight! 🍭🥳
10/31/2022

Happy Halloween! 🎃 Hope you all have some fun and stay safe tonight! 🍭🥳

Using the same person will simplify the process when your wishes are being carried out. Listing different people for tho...
10/10/2022

Using the same person will simplify the process when your wishes are being carried out. Listing different people for those roles may cause delay in getting tasks completed when administering your trust or asssisting you when you’re incapacitated. If you have additional questions about this process, please contact the Stokely Estate Planning Law Firm for your free consultation.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Selecting a guardian for your child (if you are unable to care for them) is one of the most important decisions you can ...
10/04/2022

Selecting a guardian for your child (if you are unable to care for them) is one of the most important decisions you can make. Here are 5 factors to consider when selecting a guardian. If you have additional questions or would like to further discuss, please contact the Stokely Estate Planning Law Firm for your free consultation. Call (714)400-2466 or DM!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Filipino-Americans have a robust history in the USA including contending with unfair labor laws, migration issues, and p...
10/03/2022

Filipino-Americans have a robust history in the USA including contending with unfair labor laws, migration issues, and political struggles. This month, we celebrate not only our heritage but also our HISTORY and legacies.

Fun fact: this year we are celebrating 50 years of Filipino American studies in colleges!

Last night Lycia Stokely represented  at ’s gala in celebration of diversity in the legal profession. It was a wonderful...
09/30/2022

Last night Lycia Stokely represented at ’s gala in celebration of diversity in the legal profession. It was a wonderful night to recognize champions of diversity. gave the touching keynote address and everyone was impressed not just by her intelligence but also her kindness. We hope to all continue working together to build a diverse legal community.

Take that first step towards creating your estate plan, you’ll be so glad you did it! Call (714)400-2466 or DM to schedu...
09/28/2022

Take that first step towards creating your estate plan, you’ll be so glad you did it! Call (714)400-2466 or DM to schedule your complimentary consultation.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Happy Friday everyone! Here are some tips about what you should (generally) not be doing. If you’re thinking about doing...
09/23/2022

Happy Friday everyone! Here are some tips about what you should (generally) not be doing. If you’re thinking about doing any of these in the near future, contact the Stokely Estate Planning Law Firm to see if there’s a better plan for you! Call (714)400-2466 or DM to schedule your free consultation.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Who’s ready for pumpkin patches, PSLs, and cooler temps?! 🙋🏻‍♀️Welcome fall!
09/22/2022

Who’s ready for pumpkin patches, PSLs, and cooler temps?! 🙋🏻‍♀️Welcome fall!

Have questions about creating a trust? Contact the Stokely Estate Planning Law Firm for your complimentary consultation....
09/21/2022

Have questions about creating a trust? Contact the Stokely Estate Planning Law Firm for your complimentary consultation.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Happy National Hispanic Heritage Month! Celebrating the contributions and achievements of Hispanic Americans.
09/20/2022

Happy National Hispanic Heritage Month! Celebrating the contributions and achievements of Hispanic Americans.

Congratulations! Your child has officially moved in to their dorm and is ready to tackle their college classes. But do t...
09/19/2022

Congratulations! Your child has officially moved in to their dorm and is ready to tackle their college classes. But do they have the proper documents in place in case anything happens to them (such as a medical emergency)? If your child suddenly becomes incapacitated, you’re not automatically granted the ability to make decisions for them (because they’re now adults!). The only way to be prepared is to have legal documents in place such as an advanced health care directive, durable power of attorney, HIPAA authorization, and if needed, a will. Don’t wait to prepare, contact the Stokely Estate Planning Law Firm to assist you with the creation of these documents.

Call (714)400-2466, DM, or check out our website (link in bio).

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Happy Labor Day from your estate planning law firm!! We want to celebrate each worker and their achievements. 👏         ...
09/05/2022

Happy Labor Day from your estate planning law firm!! We want to celebrate each worker and their achievements. 👏

If the person who you want to take care of your child (physically) isn’t great with money or financial decisions, you ca...
07/06/2022

If the person who you want to take care of your child (physically) isn’t great with money or financial decisions, you can select a different person to handle the finances. The two work together to ensure your child’s needs are being met.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Wishing all of you a safe and fun holiday!!
07/04/2022

Wishing all of you a safe and fun holiday!!

Do you know you can make a plan for what happens to your pet if you’re unable to care for them? You can select the perso...
06/22/2022

Do you know you can make a plan for what happens to your pet if you’re unable to care for them? You can select the person who will take custody of them and set aside funds to be used for their food and medical expenses. Contact the Stokely Estate Planning Law Firm today for a free consultation to help you take care of your pet! Call (714)400-2466 or DM TODAY!

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

06/20/2022

False. You should NOT name a third party (whether it’s the guardian you’ve nominated or a beloved family member) as the beneficiary of your life insurance policy for your minor child’s benefit. Why? Because once the beneficiary has been given those funds, they have no legal duty to use it to benefit your minor child. While directly naming your minor child as a beneficiary is also not advisable (the insurance company cannot simply distribute it to your minor child), there is a way you can still make sure the benefits are used solely for the benefit of your child! You can use a trust to receive those funds, control how the funds are used while your child is a minor, and when they are finally distributed to your child (once they become an adult). If you need more information about this process, contact the Stokely Estate Planning Law Firm to assist you.

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Congratulations to the Class of 2022!! You are now off in the world as adults!! If you are 18 and up, you now need legal...
06/09/2022

Congratulations to the Class of 2022!! You are now off in the world as adults!! If you are 18 and up, you now need legal documents for parents or guardians to act on your behalf (if you need them to). The Stokely Estate Planning Law Firm would like to assist you in creating legal documents to take effect upon your incapacity. Call (714)400-2466 or use the link in bio to set up a complimentary consultation and ask about the GRADUATE PACKAGE!

*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Do you have minor children? What will happen to them if you are unable to care for them? Do you know you can plan for th...
06/06/2022

Do you have minor children? What will happen to them if you are unable to care for them? Do you know you can plan for their care? Read on to find out more and then contact the Stokely Estate Planning Law Firm to start on your nomination of guardian today!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

You are free to amend the terms of your revocable trust after you’ve created it. In fact, we recommend that you periodic...
06/02/2022

You are free to amend the terms of your revocable trust after you’ve created it. In fact, we recommend that you periodically review your trust to make sure you are still satisfied with the terms such as: your successor trustees are still available and willing to take on the role, your beneficiaries are still alive, and your schedule of assets lists your current assets.

If you need to amend your trust, contact the Stokely Estate Planning Law Firm to assist you with the amendments. Your trust may require specific ways to amend and incorrectly amending it may affect the distribution of your assets. Call (714)800-9515 or DM for a free consultation.



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Not having an estate plan means the state (through probate court) has to step in and make decisions regarding the distri...
05/31/2022

Not having an estate plan means the state (through probate court) has to step in and make decisions regarding the distribution of your assets FOR YOU. If you want to avoid this and decide for YOURSELF how YOUR assets are to be distributed at your death, contact the Stokely Estate Planning Law Firm to set up your estate plan today! Call (714)400-2466 or DM!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Grateful for those who served and gave their all. Today, we honor your memory. 💜
05/30/2022

Grateful for those who served and gave their all. Today, we honor your memory. 💜

Household checking accounts are those accounts used to pay mortgage, bills, etc. The balance is usually revolving and un...
05/24/2022

Household checking accounts are those accounts used to pay mortgage, bills, etc. The balance is usually revolving and under $10,000. You don’t have to put it in your trust and can designate a payable upon death beneficiary instead.

Have more questions about what goes into a trust? Contact the Stokely Estate Planning Law Firm today for a complimentary consultation! Link in Bio or DM!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

If you’re hitting that mid-week slump-here’s some   for you: start that task you’ve been putting off! Sometimes we don’t...
05/18/2022

If you’re hitting that mid-week slump-here’s some for you: start that task you’ve been putting off! Sometimes we don’t tackle big projects because we’re not feeling “ready” but the best thing we can do for ourselves sometimes is start before we are ready!

If estate planning has been on your to do list for years but you still haven’t started, take the first step today! Contact the Stokely Estate Planning Law Firm to schedule your free consultation. Call (714)400-2466 or DM for a Calendly link!



*For informational purposes only and not to be construed as legal advice or the formation of attorney-client relationship. You should seek legal counsel before taking any action relating to this information.

Address

500 N State College Street , Ste 1100
Orange, CA
92868

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