Learn About Wills Video
Click on each topic below for a short video to help you plan for your family and loved ones with a will or living trust. If you have questions about creating a will or living trust, please contact us.
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Planning For Your Future
Should a Joint Tenancy be Part of Your Estate Plan?
Who Needs a Will? Probably, You.
Five Excuses People Give to Avoid Making Their Estate Plan
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Wills Basics
The What, When and Where of Wills
Five Questions and Answers about Wills
How to Prepare for a Meeting with Your Estate Planning Attorney
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Trusts & Healthcare
Do I need a Will, a Living Trust or Both?
Do I Need a Living Trust?
Caring for Your Health When You No Longer Can
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Gifts to Your Family
What is the Right Inheritance to Give to Your Children?
Using a Will or Trust to Make Gifts to Your Heirs
How Your Estate Can Help Your Children and Charity
"Members of the Oxy community who support Oxy through their estate plans have provided us with an incredibly distinctive gift-an infinite investment in the College. We are grateful to these generous donors whose forethought will allow Oxy to deliver our exceptional liberal arts education to generation upon generation of talented students."
- President Harry J. Elam, Jr.
"Oxy showed me that the path to one's goals need not be linear or conventional. I learned how to think, to write, to create; to trust my instincts and pursue my interests with passion and a standard of excellence. Not a day has passed that I have not been rewarded in some way by my Occidental education."
Michael and his wife Pamela recently documented an estate gift to support the Obama Scholars Program and the EdgertonOccidental Merit Scholarship.