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 […]

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 […]