Category Archives: Newport Beach wills and trusts attorney

Orange County Will Attorney: 5 Considerations When Choosing a Legal Guardian for Your Kids

Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge.  There are many things to take into account, such as parenting styles and the potential guardian’s ability to love and take care of your children. These are just some of the […]

Parents Died Within 24 Hours – Was There A Plan?

I read this story a while ago, but I was thinking about it today. In 2016, the young parents of six died within 24 hours of each other.  The mother died unexpectedly from a blood clot and the father died 24 hours later as a result of a heart attack. Many feel that the stress […]

Orange County Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. An Orange County Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, […]

Newport Beach Wills and Trusts Lawyer: What is a Pour-Over Will?

Most people are familiar with a basic Last Will and Testament, but very few people in Newport Beach know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust, usually a Revocable Living Trust, and it directs that any assets you own outside of the trust at the time […]

The ABCs as Defined by a Newport Beach Wills and Trusts Lawyer

Wills and trusts lawyers in Newport Beach have a pretty vast base of knowledge when it comes to what they do. In order to share a bit of that, here are the ABCs of wills and trusts in California. A – Always work with an experienced lawyer. B – Beneficiaries are those who receive the […]

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. […]

How to Choose an Executor or Successor Trustee with Your Orange County Estate Lawyer

The decision of who to appoint as your executor or trustee is a huge one, and we’ve talked about it a bit in the past.  Still, it’s important to make sure that you have the information you need to make the right choice with your Orange County estate lawyer.  This person will hold incredible responsibility […]

Talking to Your Estate Lawyer In Orange County About Your Final Wishes

While discussions about burial and cremation are not necessarily the most enjoyable part of meeting with your estate lawyer in Orange County, they are relevant and necessary.  Determining what will become of your body after death is a deeply personal experience, and estate planning lawyers understand this. It’s not unusual to make your arrangements with […]

Including Your Service Providers in Your Estate Plan | Orange County Will and Trust Lawyers

An Orange County will and trust lawyer’s job is to make sure that you have all of your ducks in a row so that if you become deceased or incapacitated, your loved ones will now how to manage your estate and follow your wishes.  Laws in California vary from those found around the country, which […]