Category Archives: Estate Planning

Newport Beach Estate Planning Lawyer: 3 Estate Planning Mistakes to Avoid

As a Newport Beach estate planning lawyer, I’ve seen recent studies that have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last […]

Newport Beach Estate Planning Attorney: What’s the Difference Between an Executor and a Power of Attorney?

One of the many questions I get asked as a Newport Beach estate planning attorney is “how long is a Power of Attorney in effect?” The answer to that question is complicated in the beginning, but very simple at the end: depending on what type of Power of Attorney you have, it may be in […]

Ask a Newport Beach Estate Planning Lawyer: “I Just Discovered A Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation for a movie, but our Newport Beach estate planning lawyers have actually received a few calls like these. A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the […]

Soon-to-Be Parents – Here’s One More New Thing to Learn! | Newport Beach Guardianship Lawyer

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined. I know that you are in the process of learning a lot of new things. So, as your neighborhood Newport Beach guardianship lawyer, I’m hoping that in between the baby showers and reading “What to Expect,” you spend […]

Orange County Estate Attorney Warns About Leaving Vacation Homes to Heirs

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you thought of as a wonderful gift can turn into their worst nightmare if you are not careful. Here are three critical questions that […]

Medi-Cal Changes the Rules Making It a Bit Easier to Keep Your Assets

Our Orange County Elder Law attorneys have written many articles on this site about how you must surrender, or spend-down your assets in order to qualify for Medi-Cal. You can learn more about Medi-Cal planning here.  Well, here in California, things are changing – and this time the changes are in your favor! There have […]

Do I Need A New Estate Plan If I Move to a New State?

If I had to pick one question that I am asked the most, I’d have to say this one ranks way up there… Do I need a new estate plan if I move out of California? Just like the answer to most estate planning questions, the answer is “it depends.” However, this one has a […]