Category Archives: newport beach estate planning attorney

Orange County Estate Planning Lawyer: Mental Health and Health Care Directives

Health care directives, including the Living Will, Health Care Agent Designation, and HIPAA Medical Release, are crucial elements of every estate plan in Orange County. One issue that does not come up very often when discussing health care directives, though, is mental health. Mental health falls into the realm of health care and as such […]

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 […]

When Does A Power of Attorney in California Expire?

A Power of Attorney is a legal device that is used to give someone the power to act on your behalf if you are unable to.  For example, if you have Alzheimer’s disease, there is a possibility that you will get to the point where it is no longer possible for you to make decisions. […]

Digital Assets: California is Moving in the Right Direction

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.  I’ve been talking to you for years about including digital assets in your estate plan and now the law is catching up. Digital assets such as email accounts, social media online, and even online […]

Are Your Loved Ones Prepared to Carry Out Your End-of-Life Medical Wishes?

Preparing your Advance Healthcare Directive is one of the most important pieces of your estate plan. Ideally, you should be the one who makes decisions regarding the type and level of care you receive at the end of your life. A medical healthcare directive will allow you to do that even if you are unable […]

Top Fears that Newport Beach Estate Planning Lawyers Face with their Clients

When clients come to see a Newport Beach estate planning lawyer, they generally have multiple goals in mind. Interestingly, they don’t always realize this fact, thinking that they “just” need to put together a will that stipulates who gets what after they have passed away. While this is obviously a very important part of what […]

Newport Beach Estate Lawyer: 4 Steps to Avoid Stress at the End of Life

As a general rule, Americans are very uncomfortable talking about end of life issues. We just don’t like to think of the end of our life or the end of our loved one’s life. I get that. But, if there was one message I could get across today it would be this: By not discussing […]

Newport Beach Estate Planning Lawyer: What happens to your mortgage after you die?

When setting up an estate plan, most people are concerned with what will happen to their belongings: money, jewelry, house, etc. But little thought is ever given to what will happen to their debts when they pass away, notably their mortgage. For years, many people expected to pay off their mortgage long before they died, […]

A Primer from Your Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach handle so much more than just the creation of legal documents. One of the most important parts of the job is educating and guiding clients through their options, which often depend on the client’s unique financial and family needs. To that end, today’s article is a basic introduction […]

30 Things Your Newport Beach Will and Estate Lawyer Wants You to Know

Estate planning is a pretty big field, with lots to take into consideration with your lawyer. There are complexities and confusion; but at the end of it all, there’s no doubt that coming up with a solid plan is one of the best paths for retirement, saving, and—of course—what you are able to leave behind. […]