What You Can – And Can’t – Do During the Orange County Probate Process

It’s always painful when a loved one passes. After death, there’s also the legal obligation of administering an estate, which often includes probate. Probate in Orange County is the process in which the decedents’ estate is settled and distributed to those entitled to receive an inheritance from the estate.  This process can take weeks, months, or […]

3 Undeniable Reasons Why Young Families Need Estate Plans

No one expects to die early. In fact, most people feel pretty immortal in their 20’s and 30’s. After all, they are in the prime of life, so why take time out of their hectic schedules to create an estate plan? Do young families need estate plans? Unfortunately, tragedy can strike at any age. I […]

Orange County Estate Lawyer Warns, “Without a Power of Attorney, You May Not Be Able to Speak for Your Spouse”

As an Orange County estate lawyer, one thing that surprises many of my clients is that Powers of Attorney are necessary even for married couples. People automatically assume that their spouse will be able to handle everything on their behalf if they become incapacitated. This is not usually the case. A Power of Attorney is […]

Orange County Will and Trust Attorney: Creative Ways to Leave “Intangible Assets” To Your Loved Ones

When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]

Critical Post-Divorce Estate Planning Checklist

A divorce changes everything. If you are in the process of divorce or just finishing up, you are mostly likely busy trying to readjust to your new life. Although it’s a hectic time, it is important that you do not forget that you need to update your estate plan. Here is a checklist to get […]

Beware of DIY Wills and Trusts: Your Family Situation Impacts Your How You Leave Your Legacy

Every family is different. In some families, there is one breadwinner and sometimes both spouses work outside the home. Some families have children, while others are childless. Blended families bring children from previous relationships. Because there are many different life circumstances that go into making a family, there really is no one-size-fits-all approach to structuring […]

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?!

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?! Picture this – you get an opportunity to spend some alone time with your spouse. What do you do to prepare for date night? Carefully select a babysitter. Then, you write detailed instructions; when to feed the […]

Orange County Special Needs Lawyer: Special Needs Trusts Protect Government Benefits and MUCH More

Unfortunately, many parents of children with special needs wait until their child turns 18 to consider creating a Special Needs Trust. Sometimes they even wait until their child eventually needs government benefits like SSI or Medi-Cal. However, Special Needs Trusts do a lot more than just to protect the beneficiary’s access to government benefits and […]

Financial Checklist for Newlyweds | Orange County Estate Planning Lawyers

As newlyweds start their lives together, they know that there are many changes on the horizon. Orange County Estate Planning Lawyers know that putting a solid estate plan in place at the beginning of that journey is a great idea. The sooner a couple starts planning, the sooner they get on the same page with […]

Orange County Estate Lawyer: Six Things You Shouldn’t Put in Your Will

As an Orange County estate lawyer, I know that most people assume that all of their final wishes can be handled through a simple Last Will and Testament.  While a will is designed to handle many postmortem matters, it is not the only legal tool you may need at your disposal to accomplish your goals.  Here are six specific […]