Newport Beach Will and Estate Lawyer: “Millennials Need Estate Planning, Too!”

As a Newport Beach will and estate lawyer, I often hear the myth that estate planning is only for rich or older people who have children. Unfortunately, this misconception is why many people without children, or people just starting out without a lot of money, assume incorrectly that estate planning is not necessary. Right now, […]

Orange County Trust Lawyer: Consider Using a Trust to Protect Your Child’s Inheritance from Divorce

You’ve worked hard to leave your children a financial legacy, and the last thing you want is for that half of your child’s inheritance to walk out the door with an ex-spouse if he or she gets divorced someday. But, under today’s laws, that could actually happen if you don’t safeguard your family’s assets and […]

Orange County Special Needs Lawyer: Will Receiving an Inheritance Cause Me to Lose My Government Benefits?

As an Orange County special needs lawyer, I often receive questions about whether a disabled individual can continue to receive benefits after receiving an inheritance. The answer is that it really depends on the type of benefit that is being collected. Social Security Disability Insurance (SSDI) SSDI is a government benefit that helps those with […]

Orange County Will and Trust Lawyer: Should My Will Have Co-Executors?

When making an estate plan and Last Will and Testament, many people have a difficult time deciding who should be the Executor of their estate. Oftentimes they will consider naming Co-Executors – two or more people who serve as executor of the estate. Each Co-Executor named in your Last Will and Testament will have authority […]

Newport Beach Estate Planning Lawyer: 3 Estate Planning Mistakes to Avoid

As a Newport Beach estate planning lawyer, I’ve seen recent studies that have shown that only a little more than half of all Americans have a Will or Trust document in place to direct their estate after they pass away, and that the vast majority of those documents have not been updated in the last […]

Compensation for Being Your Parent’s Caregiver | Orange County Elder Law Attorney

If you are providing care to your parent, you are probably doing it without being asked and without compensation. It probably isn’t on your mind at all. But, I can tell you as an Orange County elder law attorney, it should be. As a society, we value our elders and provide the care they need […]

Newport Beach Estate Planning Attorney: What’s the Difference Between an Executor and a Power of Attorney?

One of the many questions I get asked as a Newport Beach estate planning attorney is “how long is a Power of Attorney in effect?” The answer to that question is complicated in the beginning, but very simple at the end: depending on what type of Power of Attorney you have, it may be in […]

Ask a Newport Beach Estate Planning Lawyer: “I Just Discovered A Long-Lost Sister. Can She Inherit Dad’s Estate?”

This may sound like a situation for a movie, but our Newport Beach estate planning lawyers have actually received a few calls like these. A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the […]

Soon-to-Be Parents – Here’s One More New Thing to Learn! | Newport Beach Guardianship Lawyer

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined. I know that you are in the process of learning a lot of new things. So, as your neighborhood Newport Beach guardianship lawyer, I’m hoping that in between the baby showers and reading “What to Expect,” you spend […]

Ask an Orange County Probate Lawyer: “My Mother Just Passed Away. What Paperwork Do I Need?”

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling their estate.  As an Orange County probate lawyer, I can help you along these lines by by giving you a list of important documents that you should […]