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, power of attorney, and health care directives.
(1)

Contact us today for a customized estate plan.

May is for the celebration of the rich contributions of Asian American, Native Hawaiian, and Pacific Islander culture an...
05/02/2024

May is for the celebration of the rich contributions of Asian American, Native Hawaiian, and Pacific Islander culture and heritage in the US. Happy AANHPI Month from Stokely Estate Planning Law Firm! 🌺🌸

05/02/2024

False. Estate planning is a dynamic process that should be revisited and revised as needed, especially when your circumstances, preferences, and priorities change. It is important to review and update your plan to ensure that it is in line with your goals.

*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 know more about estate planning, call us at (714) 400-2466.

Creating an estate plan is a power move in financial planning and asset protection. By utilizing tools such as trusts an...
04/22/2024

Creating an estate plan is a power move in financial planning and asset protection. By utilizing tools such as trusts and estate tax exemptions, estate planning can potentially minimize tax burdens for you and your heirs, allowing you to pass on more of your wealth to your loved ones.

*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.

Consult with us today to tailor a plan that suits your needs and objectives. Call us at (714) 400-2466.

Indeed! Take an action today that your future self will be thankful for. Planning ahead is always a good idea.
04/18/2024

Indeed! Take an action today that your future self will be thankful for. Planning ahead is always a good idea.

Today's the deadline to file your tax returns! Do not forget to pay your taxes today to avoid penalties and interest.
04/15/2024

Today's the deadline to file your tax returns! Do not forget to pay your taxes today to avoid penalties and interest.

Here is another estate planning term that you should take note of! What are examples of a bequest? Swipe to know! 💡*For ...
04/14/2024

Here is another estate planning term that you should take note of! What are examples of a bequest? Swipe to know! 💡

*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  ! 🐶Who would you entrust the care of your pets to in the event of your incapacity or your passing?Tag someone bel...
04/11/2024

Happy ! 🐶

Who would you entrust the care of your pets to in the event of your incapacity or your passing?
Tag someone below!

Happy  This is your sign to create a trust to leave assets to your favorite sibling! 😄
04/10/2024

Happy
This is your sign to create a trust to leave assets to your favorite sibling! 😄

This World Health Day, remember: Planning ahead isn't just for your assets—it's for your health, too! An advance healthc...
04/07/2024

This World Health Day, remember: Planning ahead isn't just for your assets—it's for your health, too! An advance healthcare directive ensures your medical wishes are honored, even if you can't speak for yourself. Take control of your future health decisions.🌍🌿

Do you know you can include your digital assets in your estate plan? You can include a letter of instruction as to how y...
04/06/2024

Do you know you can include your digital assets in your estate plan? You can include a letter of instruction as to how you want your heirs to manage your online profiles, files, websites, and social media accounts.

*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.

Have questions? Call us at (714) 400-2466.

  Last month, founding attorney Lycia Stokely attended the Thurgood Marshall Bar Association's 6th Awards and Installati...
04/02/2024



Last month, founding attorney Lycia Stokely attended the Thurgood Marshall Bar Association's 6th Awards and Installation Gala. The gala brought together judges, attorneys, and community advocates.

Congratulations to TMBA on their excellent event!

Today we are honoring the legacy of Cesar Chavez, a remarkable leader of civil rights and labor movements. Let us contin...
04/01/2024

Today we are honoring the legacy of Cesar Chavez, a remarkable leader of civil rights and labor movements. Let us continue his fight for equality and fair treatment for all.

Wishing everyone a happy Easter filled with joy, peace, and time with loved ones. 💚🕊️
03/31/2024

Wishing everyone a happy Easter filled with joy, peace, and time with loved ones. 💚🕊️

03/29/2024

FALSE!

Having a Power of Attorney granted to your spouse is not a substitute for a will or any other estate planning document. Aside from their different purposes, there are certain aspects in estate planning that a Power of Attorney cannot cover. Matters such as medical decisions, end-of-life care, guardianship, and distribution of assets are written in separate documents serving distinct purposes. It's always advisable to consult with an attorney to protect your interests and loved ones.

*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.

Any ambiguity or vagueness in the wording can lead to misinterpretation or in the worst case scenario, a costly legal ba...
03/29/2024

Any ambiguity or vagueness in the wording can lead to misinterpretation or in the worst case scenario, a costly legal battle among the beneficiaries. This is why you need an attorney who is an expert in crafting an estate plan that fits your goals and needs.

Book a consultation with us today at (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.

A common question we receive is: "When do I have to update my estate plan?" It's advisable to review your estate plan ev...
03/25/2024

A common question we receive is: "When do I have to update my estate plan?" It's advisable to review your estate plan every few years to determine if an update is warranted. However, you should also update your plan whenever a big life event happens such as: a birth, death, divorce, marriage, or a purchase of a new home.

Schedule a consultation with our office today. Call us at (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.

Happy Women's History Month! 🩷
03/22/2024

Happy Women's History Month! 🩷

Have you heard of this term in estate planning? Read on to know the role of an administrator in a decedent's estate.*For...
03/20/2024

Have you heard of this term in estate planning? Read on to know the role of an administrator in a decedent's estate.

*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.

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! 🍭🥳

Address

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

Alerts

Be the first to know and let us send you an email when Stokely Estate Planning Law Firm posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stokely Estate Planning Law Firm:

Videos

Share


Other Wills & Estate Lawyers in Orange

Show All