Orange County Elder Law Attorney: 5 Ways to Protect Older Loved Ones from Financial Abuse

It’s no secret that the elderly are a favorite target of scam artists. As an Orange County elder law attorney, I have seen it happen too often. Criminals will troll the internet and phone lists looking for seniors that are easy to prey upon due to an illness, disability, or cognitive impairment. Another reason scam artists […]

Ask an Orange County Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation from a movie, but it happens more than you can imagine: a long-lost child appears after the death of their parent. This is an alarming situation for many reasons, but people often wonder if that child has a claim against the deceased’s estate. As an Orange County estate planning […]

Newport Beach Will and Trust Lawyer: What Property Should Be in a Living Trust?

If you are reading this blog, you probably already decided that you want to create a living trust with a Newport Beach will and trust lawyer to avoid probate and put a quick end to the estate administration process. You might also have decided that you want your estate and the decisions you made about […]

Orange County Elder Law Attorneys: New Elder Abuse Law Offers Protection for California’s Most Vulnerable Seniors

There’s good news for vulnerable seniors in California and across the country. As part of a larger bipartisan bill on banking reform, the Senior Safe Act became law in the month of May. This legislation is an attempt to stop acts of financial abuse targeted at senior citizens by encouraging banks, credit unions, investment advisors […]

Orange County Estate Planning Attorney: Who Can Claim Death Benefits and How to Claim Death Benefits After the Loss of a Loved One

Money is usually the last thing that someone grieving over the loss of a loved one wants to think about, but many people are often put in that situation. Death comes with expenses, and most people haven’t taken the time to prepare for them.  Even a modest funeral and burial can cost many thousands of […]

Newport Beach Estate Planning Lawyer: How to Use Trusts to Protect Your IRA from an Irresponsible Child

A lot of parents come into our Newport Beach estate planning law firm with mixed feelings passing on the balance of their retirement accounts to their children when they die someday. On one hand they are proud of the money they have saved over their lifetime in an IRA; on the other hand, they worry […]

Orange County Probate Lawyer: What Happens If Your Child Dies Before You?

The majority of people we see in our Orange County estate planning law firm name their adult children as beneficiaries of their estate plan. In most cases, this works well because children typically outlive their parents. But, what happens when a child dies before the parent? What becomes of the inheritance that a parent plans […]

Help! I Inherited a Timeshare. Now what?!

The majority of people we see in our Orange County estate planning law firm name their adult children as beneficiaries of their estate plan. In most cases, this works well because children typically outlive their parents. But, what happens when a child dies before the parent? What becomes of the inheritance that a parent plans […]

Orange County Trust Lawyer: You May Need Two Guardians for Your Minor Children

People often struggle with deciding who will serve as guardian for their minor children if they pass away. We’ve walked hundreds of Orange County families through this process. Sometimes, the family situation requires naming not just one guardian, but two. If you leave your children a substantial inheritance, it will be necessary to name a […]