Category Archives: Estate Planning

Rebuilding Communities: How to Designate a Charitable Gift Through Your Orange County Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.  As a will and trust lawyer in Orange County, it is gratifying to meet with clients who […]

Newport Beach Pet Trust Lawyer: Pet Trusts…They’re Not Just for the Rich and Famous

Not too long ago, a person who decided to leave an inheritance behind for their pet might be considered eccentric, to say the least. Take, for example, the case of Leona Helmsley: when she died in 2007, she left her dog Trouble an inheritance worth $12 million. While there may have been other factors weighing […]

Newport Beach Will Lawyer Offers Essential Estate Planning Considerations for Parents

Being a responsible parent is usually associated with car seats, safety gear, homework reminders for grade schoolers and trying to decide whether or not your teenager is responsible enough to drive to school on his or her own. Creating an estate plan for those children is not something we usually associate with responsible parenting, but, […]

Is the Word “Inheritance” a Dirty Word in Your Family? | Orange County Estate Planning Lawyer

In my years as an Orange County estate planning lawyer, it still surprises me to hear how uncomfortable people are discussing estate planning issues. Even families who are open to discussing their financial situations get squeamish when the word “inheritance” is brought up. However, like everything in life, the more you know the better. Experience […]

Newport Beach Estate Lawyer: Understanding General POAs vs. Limited POAs

As a Newport Beach estate lawyer, I know that it can be difficult to plan for the future, especially for a time when you’re not able to make certain decisions for yourself. The idea can be tough to swallow, even if you’ve experienced it with older relatives and know of the possibilities. However, planning ahead […]

Newport Beach Will Lawyer: A Life Estate Can Prevent Your New Spouse and Adult Kids from Fighting Over Your House When You’re Gone

A common concern for those who have remarried is that they still want to leave the bulk of their estate to their adult children without abandoning their current spouse. The solution? Create a life estate. A life estate is a tenancy that allows a person to use a property for the rest of their natural […]

Orange County Estate Lawyer Advises to Keep it in the Family: Estate Planning and Family Businesses

  Giving your children and grandchildren the legacy and pride of a family business can keep your nose to the grindstone for decades. Financial security, family harmony, and growing wealth together are some of the benefits of a family business. Legacies are meant to outlive the legacy makers. If you’re a business owner in California, […]

What Happens if I Don’t Have a Will? An Introduction to California Intestacy Law

Dying intestate, or without a will, is very common. If you die without a will, your property will go through Orange County probate and is then distributed according to Californi intestacy law. Intestacy laws govern intestate property. They go into effect unless there is a valid will to testify to the deceased’s wishes or an […]

Newport Beach Will and Estate Lawyer: “Millennials Need Estate Planning, Too!”

As a Newport Beach will and estate lawyer, I often hear the myth that estate planning is only for rich or older people who have children. Unfortunately, this misconception is why many people without children, or people just starting out without a lot of money, assume incorrectly that estate planning is not necessary. Right now, […]

Orange County Trust Lawyer: Consider Using a Trust to Protect Your Child’s Inheritance from Divorce

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for that half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday. But, under today’s laws, that could actually happen if you don’t safeguard your family’s assets and […]