Category Archives: Estate Planning

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 […]

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 […]

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 […]

Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber, task can be ruined by making one of these common mistakes when passing assets to your […]

How to Leave Assets to Your Step-Children

How to Leave Assets to Your Step-Children Blended families are becoming more and more common in modern society, yet estate laws remain largely unchanged and still geared toward a “traditional” family structure. This poses an issue when it comes to leaving an inheritance for step-children in an estate plan. Step-children are often not legally adopted […]

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed through Congress and signed by the President over the holidays. One big change that came out of it was the doubling of the exemption amount for federal estate, gift and generation-skipping transfer taxes. Beginning in 2018, […]