Orange County Estate Planning Attorney: Avoid This Common Beneficiary Mismatch

As an Orange County estate planning attorney, I have seen many unfortunate circumstances where a person goes through the time and expense of having an estate plan created, only to fail to update their beneficiaries on their financial or retirement accounts before they pass away. An example of this would be Mary naming her brother […]

Orange County Probate Lawyer: Reading this One Blog Post Could Save You Thousands

As an Orange County probate lawyer, I share the hard truth that probate is necessary when you die without proper estate planning if your assets exceed $150,000 in California.  And, that is gross assets value. So, if you own a home worth $700,000 with a $690,000 mortgage, the gross asset value is $700,000. Add up […]

New Law to Expand Chronic Care Benefits through Medicare

In a rare instance of bipartisan cooperation, Congress recently passed a law that will expand chronic care benefits to individuals enrolled in Medicare Advantage plans who have chronic illnesses. The Creating High-Quality Results and Outcomes Necessary to Improve Chronic (CHRONIC) Care Act will cover certain supplies and services not previously covered such as telehealth services, […]

Orange County Special Needs Planning Lawyer: Use Your IRA to Benefit a Special Needs Charity or Non-Profit You Care About

If you are over 70 and ½ years old, you can donate some or all over your IRA to an eligible special needs charity or non-profit of your choice. Using a Qualified Charitable Distribution, you can donate directly from your IRA to the charity. Not only is this a great way to support your favorite […]

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 […]