Irvine Estate Planning Experts on Your Side
A Complete Estate Plan Protects Your Family
You want to do what's best for your loved ones. Leave a final gift for your family by creating an estate plan to guide them when you are gone. One that will actually work.
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Law Offices in Westlake Village and Irvine
I love Acorn Law for the living trust that my attorney has created for my family. He is very knowledgeable, he explained everything to my husband and I in a very simple way ! I feel more protected now and I recommend this Law Firm to people who would like to have a very professional…
Marc and his team were incredible. Marc was very patient with my wife and I. This was a lot as in the amount of assets that needed to be covered… I was actually shocked how professional he was in taking the time he did with us. I had a lot of questions and concerns. He…
Entire staff goes above and beyond! They are incredibly thorough and conscientious. Their kindness and concern and professionalism is unparalleled. They follow up on everything and don’t let anything fall through the cracks. If you do one thing for yourself in 2024, give yourself the gift of having an estate plan. It eases so much…
Very helpful and thoughtful people. I enjoyed working with them a couple of times. They are very knowledgeable.
Marc Mackenzie and all at Acorn Law are great at providing service for estates and their expertise is top notch. Thank you for the great work you do!
We are very pleased with our experience with Acorn Law. Our lawyer, Andy Yun, is knowledgeable and was very helpful guiding us through estate matters.
P. Xuan Thuc R.
Marc at Acorn Law is always professional and available to answer questions or address concerns. He goes above and beyond to help his clients ex: making a house call. His demeanor is comforting while making hard decisions. I’ll always recommend Acorn Law.
Marc and his team were fabulous. The quickly took over the case and everything got done quickly and professionally. They communicated easily and did exactly what they promised. They made a very stressful situation quite easy, giving me peace of mind. I would highly recommend Acorn law for any probate or estate planning needs.
Setting up a Trust is about more than protecting your assets. It’s about taking care of your loved ones when you are gone, and giving yourself peace of mind while you’re still here. I worked with attorney Andy Yun to set up my Trust and am so glad I took the time to do so.…
The selection of a legal advisor is a significant decision. I was referred to attorney, Marc Mackenzie through another legal advisor who was confident that Mr. Mackenzie’s specialized expertise would be well suited for our needs. From start to finish, Mr. Mackenzie and his team are consummate professionals, knowledgeable in their field, as well as…
What does an estate plan do?
Do you want to leave a mess, or do you want to leave a roadmap for your family to follow and a team to help guide them after you are gone?
With an estate plan that's created the right way, your family knows your wishes. Your family stays out of court. It prevents fighting, and keeps you in control. It keeps taxes, fees and costs to a minimum. And it leaves a legacy for your family.
Keep your family out of court
Decide who can make decisions for you if you cannot - and not a California judge
Avoid unnecessary taxes and fees
Leave a lasting legacy to your family
Get the answers you need and call us today or use the button below to schedule a Discovery Call with our team.
…We now have peace of mind that our affairs are in good order and that my husband will be well taken care of should he survive me…
Los Angeles Estate Planning Client
When it comes to your family, the details matter
They’re interesting and strange, but they’re still your family. And when it comes to protecting them, we know you want to get it right.
The problem is, most estate planning leaves your family vulnerable to fighting, stress – at an already difficult time – and possibly the probate court.With an estate plan done correctly, your family knows your wishes. Your assets are preserved.
The government doesn’t take any money it’s not owed, and you leave a legacy of love.
What does it cost?
We do all planning on a flat fee basis, and you will know the cost up front. No surprises. We will provide you with options so you can decide what fits best for you and your family.
Our Proven Process For Creating An Estate Plan That Works
This is How We Do It
- Easy Questions
- No Obligation to Proceed
- Learn What's Next
We Work Together to
Craft Your ldeal Estate Plan
- Start To Finish Service
- Tailor-made for You and Your Family
- Easy & Thorough Process
Rest Easy Knowing
We're Here for You Through All of Life's Changes
- Lifetime Estate Plan Assistance
- Long-term Support
Initial Strategy Session
Frequently asked questions
There are probably other questions you have that are unique to your situation. We can answer those too!Get In Touch
Why Do I Need an Estate Plan?
Having an estate plan is like a roadmap for your legacy. It ensures that your wishes are followed when you’re no longer able to express them. Estate planning also helps protect your assets and loved ones, minimizes legal complications, and can reduce stress during difficult times.
I Have An Old Estate Plan. Will It Still Work?
Estates plans should be reviewed and updated as life changes. Your family may have changed, your assets and finances may have changed, your own plans and goals may have changed, and yes, sometimes the law change too. That is why we maintain a long-term relationship with our clients, to ensure their planning is kept up to date and will work when the time comes.
What Happens If I Don't Have an Estate Plan?
Without an estate plan, your assets may go through a lengthy and costly legal process called probate. Your assets might not be distributed as you wish, and disputes among your loved ones can arise. An estate plan helps avoid these issues and gives you control over your legacy.
How Can I Minimize Estate and Other Taxes?
Minimizing estate taxes involves careful planning. Strategies can include gifting, setting up trusts, and other tax-efficient structures. A well-designed estate plan can help you preserve more of your assets for your heirs and beneficiaries.
What Is the Difference Between a Will and a Trust?
A will and a trust both dictate how your assets should be distributed, but they function differently. A will takes effect only upon your passing and goes through probate, a length and expensive court process, while a trust can be active during your lifetime and avoid probate, allowing your family to settle your estate without stepping foot in a courtroom.
How Can I Make Sure My Wealth Stays in the Family?
A well-designed estate plan ensures not just that your estate can be settled without complications and courts, but can also ensure the legacy you leave to your children can continue on to your grandchildren and future generations.
What Causes Estate Plans to Fail?
The two most common problems with living trust centered estates plan that we see are 1) your financial accounts and assets were never properly transferred into the trust and 2) the trust is outdated and has not been updated to reflect your current situation. This is why we have lifelong relationships with our clients, and we work with you to ensure all of your accounts and other assets are properly aligned with your plan.
Can You Work With My Financial Advisor?
Absolutely! We believe in a team-based approach to estate planning and that your professionals should be working together to ensure your estate plan is going to work the way you want it to.
Who is Acorn Law?
We're estate planning attorneys with purpose.
We work with families to ensure a plan is place, one that will actually work, and to be there to guide your family when the time comes. We provide you with peace of mind and security knowing your loved ones will be taken care of.
There's always uncertainty when it comes to estate planning. We make it easy.
“I love Acorn Law for the living trust that my attorney has created for my family. He is very knowledgeable, he explained everything to my husband and I in a very simple way ! I feel more protected now and I recommend this Law Firm to people who would like to have a very professional…”
“Marc and his team were incredible. Marc was very patient with my wife and I. This was a lot as in the amount of assets that needed to be covered… I was actually shocked how professional he was in taking the time he did with us. I had a lot of questions and concerns. He…”
“Entire staff goes above and beyond! They are incredibly thorough and conscientious. Their kindness and concern and professionalism is unparalleled. They follow up on everything and don’t let anything fall through the cracks. If you do one thing for yourself in 2024, give yourself the gift of having an estate plan. It eases so much…”
“Very helpful and thoughtful people. I enjoyed working with them a couple of times. They are very knowledgeable.”
“Marc Mackenzie and all at Acorn Law are great at providing service for estates and their expertise is top notch. Thank you for the great work you do!”
“We are very pleased with our experience with Acorn Law. Our lawyer, Andy Yun, is knowledgeable and was very helpful guiding us through estate matters.”