Category Archives: Probate

What You Can – And Can’t – Do During the Orange County Probate Process

It’s always painful when a loved one passes. After death, there’s also the legal obligation of administering an estate, which often includes probate. Probate in Orange County is the process in which the decedents’ estate is settled and distributed to those entitled to receive an inheritance from the estate.  This process can take weeks, months, or […]

Orange County Probate Lawyers: Avoiding Probate with a Roth IRA

  Many people plan for their retirement by using Roth IRAs due to their great tax benefits, but most people don’t know that Roth IRAs are also excellent for avoiding probate. First, here are some basics about tax planning with Roth IRAs that Orange County probate lawyers typically go over with their clients: Unlike traditional […]

Orange County Probate Lawyer: Can Beneficiaries Demand a Formal Accounting of an Estate?

An estate administrator has a duty to manage the estate and do so in the best interest of the beneficiaries. However, as an Orange County probate lawyer, I can tell you that not every administrator acts in good faith, and even when they do, disputes and discrepancies can make a beneficiary want to know exactly […]

Newport Beach Probate Lawyer: The Person Who Provides for You Suddenly Dies. What Happens to You?

When the primary breadwinner dies, his or her surviving spouse, domestic partner, and minor children can find themselves without the necessary resources to maintain their current lifestyle. If you find yourself in this position, as a Newport Beach probate lawyer, I can assure you that you do have options. Under California laws, you have entitlements […]