Law Office of Michael R. Weinstein, APC

Law Office of Michael R. Weinstein, APC Proficient Santa Ana Attorney Guides Clients in Estate Matters
Serving Santa Ana Since 2000

It's important for people to waste no time in deciding how they wish to distribute their assets — particularly their hom...
01/08/2024

It's important for people to waste no time in deciding how they wish to distribute their assets — particularly their homes.

Decide now what you want to do with the family home after you are gone — and then write it down and update as necessary

An estate plan is more than a will, and professional guidance may be necessary to be sure that all the bases are covered...
01/07/2024

An estate plan is more than a will, and professional guidance may be necessary to be sure that all the bases are covered and a solid plan is crafted and implemented.

Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake.

A Buy-Sell Agreement agreement establishes protection for all parties and the company should something happen or if an e...
01/06/2024

A Buy-Sell Agreement agreement establishes protection for all parties and the company should something happen or if an exit occurs for one of the business partners. Without such an agreement, many variables can emerge, such as a family member or other party that takes ownership or a controlling stake, and perhaps without any initiative for success.

If you are starting a business with a partner, you need to have a buy-sell agreement.

For many people, leaving an inheritance is an opportunity to provide loved ones with a final parting gift. But not all i...
01/02/2024

For many people, leaving an inheritance is an opportunity to provide loved ones with a final parting gift. But not all inherited assets are created equal.

If your dearly departed leaves you one of these things, you've hit the jackpot.

Before you terminate an employee, make sure you comply with any relevant local, state, and federal employment laws. When...
12/30/2023

Before you terminate an employee, make sure you comply with any relevant local, state, and federal employment laws. When in doubt, speak with an attorney.

There are few things worse in business than getting stuck in litigation. Here's how not to get sued by former employees.

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become i...
12/30/2023

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy.

Estate planning is one of the most important things you will do during your lifetime. Making a plan in case you become incapacitated and preparing for your eventual death can help you to protect your assets and preserve your legacy. There are many steps that go into this process. This estate plan

Most people think estate planning is a process for older, generally affluent individuals nearing retirement or dealing w...
12/24/2023

Most people think estate planning is a process for older, generally affluent individuals nearing retirement or dealing with health concerns. But estate planning is increasingly top of mind for younger generations.

Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.

When you’re looking to launch a new venture or take your existing small business to a higher level, it’s important to ch...
12/23/2023

When you’re looking to launch a new venture or take your existing small business to a higher level, it’s important to choose an ownership structure that can support your goals.

Many businesses start out as sole proprietorships and then adopt a more formal ownership structure as they grow. The Ascent highlights the benefits and limitations of the most common types of business structures.

Estate planning is planning for what you want to happen to you and your assets at the end of your life. Many people thin...
12/23/2023

Estate planning is planning for what you want to happen to you and your assets at the end of your life. Many people think that estate planning just means preparing a will, but this type of planning actually covers much more.

Estate planning is the process of preparing for end-of-life issues, planning for what will happen after your death, and taking control of your legacy.

For a revocable living trust to take effect, it should be funded by transferring certain assets into the trust. Often pe...
12/18/2023

For a revocable living trust to take effect, it should be funded by transferring certain assets into the trust. Often people fund a living trust with real estate, financial accounts, life insurance, annuity certificates, personal property, business interests and other assets.

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. While some assets belong in a trust, what assets cannot be placed in a trust?

When signing a commercial lease, there are likely many aspects of your lease that can be negotiated. An experienced atto...
12/17/2023

When signing a commercial lease, there are likely many aspects of your lease that can be negotiated. An experienced attorney can help you get the best deal for you and your business.

This guide explains what you need to know before signing a commercial lease for your small business.

Estate planning is a powerful phrase with a simple aim: To create a plan to protect yourself and your loved ones in the ...
12/16/2023

Estate planning is a powerful phrase with a simple aim: To create a plan to protect yourself and your loved ones in the event of sickness, accidents or death.

Estate planning is not only for the wealthy, it's for everyone. Here's how you can get started.

It's generally recommended that you review your will and other end-of-life documents at least every few years, although ...
12/11/2023

It's generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.

Even if you don't have a major change in your life, aspects of your will and overall estate plan should be reviewed fairly regularly.

Intestate refers to dying without a legal will. When a person dies intestate, deciding how their assets will be distribu...
12/10/2023

Intestate refers to dying without a legal will. When a person dies intestate, deciding how their assets will be distributed becomes the responsibility of a state probate court. An intestate estate can also be one in which the will presented to the court was deemed to be invalid.

Intestate refers to dying without a legal will. When a person dies intestate, the distribution of their assets will be determined by a probate court.

What if you have a contract with another business or with a person, and there is a significant change in one of the busi...
12/09/2023

What if you have a contract with another business or with a person, and there is a significant change in one of the businesses? In some cases, it may depend on the wording of the contract. https://bit.ly/3ZvAgOK

An explanation of what happens to a contract when a business has major changes, like a name change, sale, or bankruptcy.

Estate planning is a vital part of financial management that often gets overlooked.
12/04/2023

Estate planning is a vital part of financial management that often gets overlooked.

Signs you need to pay attention to your estate plan.

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s...
12/03/2023

An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential.

Read on for our guide and estate planning checklist that includes helpful information about what estate planning is, how it works and how to get started.

A limited liability company (LLC) is a type of U.S. business structure. Created by one or more business owners, or “memb...
12/02/2023

A limited liability company (LLC) is a type of U.S. business structure. Created by one or more business owners, or “members,” an LLC allows people to separate their personal assets from their company — which gives them flexibility when it comes to taxes and some liability protection from debt and lawsuits.

Learn everything you need to know with Money's expert guide.

Trusts are powerful tools that are perfect for many people, but they aren't right for everyone. Consider the strengths a...
11/27/2023

Trusts are powerful tools that are perfect for many people, but they aren't right for everyone. Consider the strengths and weaknesses of living trusts and how they might fit into your overall financial plan.

Find out if a trust is the right tool for your estate planning goals.

A buy-sell agreement is, in its barest definition, a contract between business owners to provide for ownership successio...
11/25/2023

A buy-sell agreement is, in its barest definition, a contract between business owners to provide for ownership succession. It is a foundational tool that helps ensure the business can keep thriving as the organization and its owners grow and change.

While it may seem like a far-off reality, legacy planning for the business you've worked hard to build is an essential ingredient in running a successful business for the long haul. Here are some of the key questions to consider when creating your buy-sell agreement.

Discussing retirement plans with your aging parents can be difficult, but it's a necessary conversation to have.
11/25/2023

Discussing retirement plans with your aging parents can be difficult, but it's a necessary conversation to have.

Discussing retirement plans with your aging parents can be difficult, but it's a necessary conversation to have. As your parents get older, they will need support and assistance in planning out their golden years.

The decision whether to choose a revocable or irrevocable trust for the protection of assets can have lasting implicatio...
11/20/2023

The decision whether to choose a revocable or irrevocable trust for the protection of assets can have lasting implications and profoundly impact a legacy, so it's not something to be taken lightly.

Some trusts are better than others for avoiding probate, minimizing taxes or keeping the peace.

If you're worried about what will happen to your home, planning ahead can make things easier for surviving loved ones.
11/19/2023

If you're worried about what will happen to your home, planning ahead can make things easier for surviving loved ones.

If you die before paying off your mortgage, your heirs have several options. See how they are affected and how to make things easier for everybody.

Fines and lawsuits can arise if applicable laws are not followed carefully by business owners. Legal counsel can help bu...
11/19/2023

Fines and lawsuits can arise if applicable laws are not followed carefully by business owners. Legal counsel can help businesses meet industry regulatory requirements, understand tax law and filing requirements, and advise on labor law concerns.

Learn some surprising laws and regulations that apply to small businesses, with tips to keep your company compliant.

A durable power of attorney gives someone you designate, known as your agent, the authority to make decisions if you bec...
11/13/2023

A durable power of attorney gives someone you designate, known as your agent, the authority to make decisions if you become incapacitated.

Having a power of attorney is critical should the time come when you can’t make health and financial decisions on your own.

Wills and trusts are two tools available for passing the bulk of your financial legacy. They’re not exclusive: estate pl...
11/12/2023

Wills and trusts are two tools available for passing the bulk of your financial legacy. They’re not exclusive: estate plans may have both a will and one or more trusts. An estate planning attorney can help you determine which tools fit best with your estate and your goals for cost, efficiency, privacy, and more.

One of the first big decisions in an estate plan is whether a will or living trust should control most of the assets.

Doing the paperwork itself isn't the hard part, it's making the decisions surrounding incorporation that can be tricky. ...
11/11/2023

Doing the paperwork itself isn't the hard part, it's making the decisions surrounding incorporation that can be tricky. Getting legal advice on these issues can help ensure you don't make a costly mistake that could come back to haunt you.

Incorporating your business has many benefits. But should you hire an attorney to get the process started? Here's what you need to know.

Planning your estate plan for when the time comes can be challenging, especially if you have a significant amount of ass...
11/07/2023

Planning your estate plan for when the time comes can be challenging, especially if you have a significant amount of assets with beneficiaries who lack the financial responsibility to use it wisely.

Planning your estate plan for when the time comes can be challenging, especially if you have a significant amount of assets with beneficiaries who lack the financial responsibility to use it wisely....

It can be hard to distill a lifetime of accomplishments and dreams into a stack of papers for your heirs. Getting these ...
11/05/2023

It can be hard to distill a lifetime of accomplishments and dreams into a stack of papers for your heirs. Getting these documents together, however, will be a final parting gift for the ones you love.

Assembling legal documents pertaining to your estate is key to ensuring your final wishes are carried out.

An important aspect of starting a business are the legal requirements that enable you to operate under the law.
11/04/2023

An important aspect of starting a business are the legal requirements that enable you to operate under the law.

Knowing how to start a small business involves the key steps of market research, setting up a business plan, understanding the legal requirements, exploring funding options, crafting a marketing strategy, and managing your business.

Address

1851 E. 1st Street, Suite 850
Santa Ana, CA
92705

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

714-200-2972

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Skilled law firm also represents California businesses in formation matters, disputes and other areas

Since 2007, the Law Office of Michael R. Weinstein, APC in Santa Ana has assisted clients with the full range of estate planning concerns. As a California attorney for 20 years, I have helped many people in the community protect themselves and their beneficiaries through legally enforceable wills, trusts and other instruments. While much of my practice is focused in the area of estate planning, I also handle business formation including LLC’s, Subchapter S Corporations and C Corporations.

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