Dodge Probate

Shaun, the kids and I went to spend some quality time with one of my legal mentors Herb for his birthday. As we have gotten to know him, we learned that he's been wanting a Heavy Duty 3 Hole Punch since 1998! That's a long time ago!!! So today we gifted him with this mega gift. It's a huge machine!!! It punches 150 pages like butter. As estate planning attorneys, this Hole Punch is essential because we easily fill up our estate planning binders with hundreds of pages per clie...nt!!! This, to me, is every work nerd's dream hehe!! Have you thought about establishing an estate plan for your family? It's vital to protect your children, your home and everything you've built and acquired for your family. Message me if you have any questions. I would love to see how I can help you family protect your children upon your incapacity or death, and save your family thousands of dollars! "If you don't have a plan for yourself and your family, the court has one and chances are, you won't like it." XO-Katie Bayliss Dodge Probate Bayliss Law I provide service in all of California.

We were nominated by the Orange County Business Journal for their Family Owned Businesses Awards!

Happy Monday!!! I'm here to discuss... { Leaving a Legacy for Your Children } - Trust & Wills Have you thought about your legacy for your children? It can be how you desire your children to be raised. Do you want your children to understand what it means to work hard and earn a dollar, or do you want your children to be able to backpack through Europe and buy a brand new car when of age? Do you want your child to go to college? These are some differences between being a more ...conservative parent versus a more liberal parent. Questions like the above matter if your young children inherit your assets when your time (and your spouse’s time) on earth has come to an end. For your wishes to be known and followed, you’ll need have it documented and the best way is by creating an estate plan. My name is Katie and I’m a local Orange County mom. I’m an attorney and passionate about what I do in the legal field. I serve my clients with my whole heart and your family’s best interest is my top priority. Helping you establish a family trust is more than creating the documents - which of course in itself is very important and I personally draft them to each family’s desires and needs. It’s also about when something happens to you and/or your husband, will you, your spouse, family member or friend be comfortable coming back to the attorney who established your trust to help administer it? The answer should be YES. Your relationship with your attorney is long term and forever evolving. Your family is young and your family dynamic WILL change. It can be a new house, or a parent or a child has become ill or disabled. So it is important to have an ongoing relationship with your attorney to make changes according to your wishes and priorities as well as elect certain benefits for you along the way. I’m here to help and provide free consultations. Please reach out to me and I would love to see what I can do to help your legacy live on beyond your time here. Warmly, Katie Bayliss Attorney at Law

{ Special Needs Trust - SNT } This special type of trust allows for a disabled person to maintain his or her eligibility for public assistance benefits, despite having assets that would otherwise make the person ineligible for those benefits. There are different types of SNTs. One type is the third party special needs trusts. They are commonly used by parents planning their estate for a disabled child and their other children. Do you have a child who has special needs? Contact us to see if we can help your family.