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 […]

Easy Mistakes to Avoid When Passing Assets to Your Child

Setting up a trust fund for your children can ensure that the money you are leaving behind for them is taken care for them, in the way that you want. But your efforts in completing this important, yet somber, task can be ruined by making one of these common mistakes when passing assets to your […]

How to Leave Assets to Your Step-Children

How to Leave Assets to Your Step-Children Blended families are becoming more and more common in modern society, yet estate laws remain largely unchanged and still geared toward a “traditional” family structure. This poses an issue when it comes to leaving an inheritance for step-children in an estate plan. Step-children are often not legally adopted […]

Learn Why the New Federal Estate Tax Exemption Doesn’t Give You an Estate Planning “Pass”

Unless you were living under a rock, you most likely heard about the tax reform bill that was passed through Congress and signed by the President over the holidays. One big change that came out of it was the doubling of the exemption amount for federal estate, gift and generation-skipping transfer taxes. Beginning in 2018, […]

Orange County Estate Tax Lawyer Answers: “What’s Estate Tax Portability?”

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced the concept of estate tax portability between spouses. The American Taxpayer Relief Act of 2013 made estate tax portability permanent. What exactly is estate tax portability, and how can you use it to your advantage?  What is Estate Tax Portability? If a husband […]

How to Handle International Assets and Property in Your Orange County Estate Plan

Often, when we think of someone having property overseas, we think of George Clooney and his Italian villa or Richard Branson and his private island. However, plenty of everyday Americans own property or assets in other countries, and it may become part of their estates when they pass on. There are special considerations to keep […]

Estate Planning When You Have No Heirs | Newport Beach Will and Estate Lawyer

It’s entirely possible for someone to have an estate and no one to inherit it when they die. It could be due to not having children of one’s own and no other family. It could also be due to outliving all of one’s relatives, or not having relatives who live in the United States. Whatever […]

Rebuilding Communities: How to Designate a Charitable Gift Through Your Orange County Estate Plan

This tragic hurricane season and other disasters have taken a toll on many parts of the United States and the Caribbean. They have also taken a toll on the charitable organizations that step in when a crisis hits.  As a will and trust lawyer in Orange County, it is gratifying to meet with clients who […]

Equifax Breach – If You’ve Ever Used Credit, You Better Check!

As you have most likely heard, Equifax, one of the “Big 3” credit reporting agencies was hacked. They are calling it a “breach,” but don’t misunderstand, they were hacked. Equifax was hacked. This means that if you’ve ever used credit, you could be one of the 143 million American consumers whose sensitive, personal information was […]

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 […]