Category Archives: Wills

When Something is NOT Better Than Nothing – Hidden Dangers of DIY Estate Planning

In the past, we’ve shared about the hidden dangers of DIY estate planning. In this post, we cover one of the greatest risks posed by do-it-yourself documents You might think you can save time and money by using do-it-yourself estate planning documents you find online. You’re probably anxious to check estate planning off your life’s to-do […]

Newport Beach Will and Estates Attorney: How Does a Healthcare Directive Work in California?

As a Newport Beach will and estates attorney, I’m often asked, “How does a Healthcare Directive or Living Will work in California?” Essentially, an Advance Healthcare Directive, sometimes referred to as a Living Will in California, is a legal document that spells out your wishes for healthcare if you are incapacitated or otherwise unable to […]

Orange County Parents: Here’s What Can Happen to Your Kids If You Pass Away Without a Will or Trust in Place

One of my greatest passions as an Orange County estate planning lawyer is teaching parents how to wisely prepare for death. I realize the possibility of dying while your children are still young can be difficult to accept and that’s why many parents choose to not think about it. Unfortunately, this fear can prevent parents […]

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?”

Orange County Will and Trust Lawyer Answers: “Our Property is Titled in Joint Tenancy. I Don’t Need a Will, Right?” The answer to this question, and so many other estate planning questions is, “Yes, but….”. It is true, that if you own an asset jointly with rights of survivorship in California, the joint tenant will […]

Orange County Living Will Attorney Helps Clients Plan for an Unexpected Disability

Orange County living will attorneys know full-well the ramifications of not planning ahead for an unexpected disability.  Even those clients who understand the importance of estate planning tend to overlook what would happen if they should become unable to care for themselves.  It’s not the happiest thought, but the reality of not having a living […]

Actions Speak Louder than Words: When Will an Oral Estate Agreement Be Enforced?

It’s always best practice for a person to write down one’s intentions for their property when they die. However, many people still die intestate (without a will), and their intentions aren’t known. Often, however, these people’s heirs may make a claim that the deceased orally stated what their intentions were. These assertions may very well […]

Be Careful When Leaving Assets to Underage Beneficiaries | Orange County Will and Trust Lawyer

As an Orange County will and trust lawyer, I’ve worked with many grandparents interested in leaving a legacy behind for their grandchildren. A lot of people are surprised when I tell them they could be causing more harm than good if they aren’t careful. Imagine this for a moment; what would you have done if […]

Orange County Will and Trust Attorney: Creative Ways to Leave “Intangible Assets” To Your Loved Ones

When most people think about estate planning, they picture money and property. But, more and more people are adding intangible assets to their estate plan. Intangible assets might be things that have no monetary value, but are nonetheless important to the family. They may include personal letters, a recorded family history, or digital assets such […]

Orange County Estate Lawyer: Six Things You Shouldn’t Put in Your Will

As an Orange County estate lawyer, I know that most people assume that all of their final wishes can be handled through a simple Last Will and Testament.  While a will is designed to handle many postmortem matters, it is not the only legal tool you may need at your disposal to accomplish your goals.  Here are six specific […]

Ready to Start Writing Your Will? Consider This Before You Go It Alone or Online.

A last will and testament is the most commonly thought of document when it comes to an estate plan. But, really, it’s a very small part of an integrated plan that ensures your family stays out of Court and out of conflict when something happens to you. Don’t think you can just write your own […]