Category Archives: Estate Planning

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 […]

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 […]