Orange County Wills and Trusts Lawyer: How to Handle Underage Beneficiaries

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage. An Orange County Wills and Trusts attorney can help you determine what the best options are for leaving assets to underage beneficiaries, whether those assets are held in a Will or Trust, […]

Digital Assets: California is Moving in the Right Direction

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.  I’ve been talking to you for years about including digital assets in your estate plan and now the law is catching up. Digital assets such as email accounts, social media online, and even online […]

Orange County Business Owners – Plan Your Exit Strategy BEFORE You Need It!

Do you have a plan for the day when you decide to retire, or even pass away?  Retirement may not be something you are even thinking about, so in that case you probably answered no. But, what if something happens to you? Do you really want your business to flounder and fail? I thought not.  […]

Are Your Loved Ones Prepared to Carry Out Your End-of-Life Medical Wishes?

Preparing your Advance Healthcare Directive is one of the most important pieces of your estate plan. Ideally, you should be the one who makes decisions regarding the type and level of care you receive at the end of your life. A medical healthcare directive will allow you to do that even if you are unable […]

Orange County Estate Planning for Blended Families

Many people are familiar with this common horror story: a parent remarries later in life to a person with a family of his or her own; when the parent passes away, their estate goes entirely to their new spouse through the laws of intestacy. When the new spouse then dies, the cumulative estate goes to […]

Grandma Needs To Change Her Trust – Special Considerations for Grandparents of Special Needs Children

Many loving, well-meaning grandparents have estate plans that are ticking time-bombs for their special needs grandchildren. They think they are doing the right thing by creating a trust for their grandchild with disabilities to ensure that they get the highest level of care after they and the child’s parents are gone. This could be a […]

Orange County Special Needs Lawyer: Basics of a Special Needs Trust

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority. The loss of specialized care and Medi-Cal or SSI benefits is a very real danger if proper special needs planning is not put in place, which is why Orang County special needs […]

Beware! Estate Planning Fraud in Orange County is on the Rise

Identity theft is the fastest rising crime in America today. Criminal syndicates located overseas are gaining access to your personal information through a variety of tactics and using that information to open credit cards and bank accounts to buy products that they are then selling for profit. Due to complex international laws most of these […]

Newport Beach Wills and Trusts Lawyer: What is a Pour-Over Will?

Most people are familiar with a basic Last Will and Testament, but very few people in Newport Beach know what a Pour-Over Will is. Essentially, a Pour-Over Will is used in conjunction with a Trust, usually a Revocable Living Trust, and it directs that any assets you own outside of the trust at the time […]

Orange County Business Owners: 5 Benefits that Estate Planning Can Provide You

Creating and building a successful business in Orange County is incredibly difficult and maintaining that success is just as challenging. You hire accountants and lawyers to make sure you are protected from those who seek to take away what you have worked so hard to achieve, but are you protected from those that will seek […]