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 […]

Critical Post-Divorce Estate Planning Checklist

A divorce changes everything. If you are in the process of divorce or just finishing up, you are mostly likely busy trying to readjust to your new life. Although it’s a hectic time, it is important that you do not forget that you need to update your estate plan. Here is a checklist to get […]

Beware of DIY Wills and Trusts: Your Family Situation Impacts Your How You Leave Your Legacy

Every family is different. In some families, there is one breadwinner and sometimes both spouses work outside the home. Some families have children, while others are childless. Blended families bring children from previous relationships. Because there are many different life circumstances that go into making a family, there really is no one-size-fits-all approach to structuring […]

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?!

Orange County Will and Trust Lawyer: You Plan For Date Night – But Not For Your Kids Future?! Picture this – you get an opportunity to spend some alone time with your spouse. What do you do to prepare for date night? Carefully select a babysitter. Then, you write detailed instructions; when to feed the […]

Orange County Special Needs Lawyer: Special Needs Trusts Protect Government Benefits and MUCH More

Unfortunately, many parents of children with special needs wait until their child turns 18 to consider creating a Special Needs Trust. Sometimes they even wait until their child eventually needs government benefits like SSI or Medi-Cal. However, Special Needs Trusts do a lot more than just to protect the beneficiary’s access to government benefits and […]

Financial Checklist for Newlyweds | Orange County Estate Planning Lawyers

As newlyweds start their lives together, they know that there are many changes on the horizon. Orange County Estate Planning Lawyers know that putting a solid estate plan in place at the beginning of that journey is a great idea. The sooner a couple starts planning, the sooner they get on the same page with […]

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 […]

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 […]