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 […]

Orange County Special Needs Lawyer: Reasons to Consider a Professional Administrator for Your Child’s Special Needs Trust

I’ve written many times about the importance of selecting the right person to serve as trustee for a disabled person’s Special Needs Trust. The trustee will need to make distributions, file tax returns and carry out numerous other duties that go along with administering a trust. Families often consider a sibling for this important role. […]

Orange County Living Will Attorney Helps Clients Plan for an Unexpected Disability

Orange County living will attorneys know full-well the ramifications of not planning ahead for an unexpected disability.  Even those clients who understand the importance of estate planning tend to overlook what would happen if they should become unable to care for themselves.  It’s not the happiest thought, but the reality of not having a living […]

Actions Speak Louder than Words: When Will an Oral Estate Agreement Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known. Often, however, these people’s heirs may make a claim that the deceased orally stated what their intentions were. These assertions may very well […]

Be Careful When Leaving Assets to Underage Beneficiaries | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment; what would you have done if […]

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 […]